PRICE WEALTH, LLC
CRD #131407 SEC #801-63120 AUSTIN, TX 512-320-8556
SEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
Employees
4
Clients
0
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2020 | $1.4B | $1.2B | $136.6M | 4 | 0 |
| Apr 2020 | $1.4B | $1.2B | $136.6M | 4 | 0 |
| Jan 2020 | $1.4B | $1.2B | $136.6M | 4 | 0 |
| Jan 2019 | $1.2B | $1.1B | $108.9M | 3 | 0 |
| Mar 2018 | $1.3B | $1.1B | $131.4M | 4 | 0 |
| Feb 2017 | $1.1B | $928.6M | $200.5M | 3 | 26 |
| Feb 2016 | $963.6M | $886.7M | $76.8M | 4 | 11 |
| Feb 2015 | $908.7M | $802.8M | $105.9M | 4 | 11 |
| Feb 2014 | $915M | $793.1M | $121.9M | 4 | 11 |
| Mar 2013 | $802.6M | $680.2M | $122.4M | 3 | 11 |
| Jan 2013 | $802.6M | $680.2M | $122.4M | 3 | 11 |
| Nov 2012 | $770.8M | $612.2M | $158.6M | 3 | 11 |
| Mar 2012 | $770.8M | $612.2M | $158.6M | 1 | 11 |
| Feb 2009 | $564.5M | $515.1M | $49.3M | 5 | -- |
| Mar 2008 | $544.5M | $161.9M | $382.6M | 5 | -- |
| Jan 2007 | $309.9M | $91.9M | $218M | 5 | -- |
| Jan 2006 | $325M | $45M | $280M | 5 | -- |
| Sep 2005 | $205M | $50M | $155M | 5 | -- |
| Sep 2004 | $180M | $45M | $135M | 5 | -- |
| Apr 2004 | $180M | $45M | $135M | 5 | -- |
DateApr 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$136.6M
Employees4
Clients0
DateApr 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$136.6M
Employees4
Clients0
DateJan 2020
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$136.6M
Employees4
Clients0
DateJan 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108.9M
Employees3
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$131.4M
Employees4
Clients0
DateFeb 2017
Total AUM$1.1B
Discretionary$928.6M
Non-Disc.$200.5M
Employees3
Clients26
DateFeb 2016
Total AUM$963.6M
Discretionary$886.7M
Non-Disc.$76.8M
Employees4
Clients11
DateFeb 2015
Total AUM$908.7M
Discretionary$802.8M
Non-Disc.$105.9M
Employees4
Clients11
DateFeb 2014
Total AUM$915M
Discretionary$793.1M
Non-Disc.$121.9M
Employees4
Clients11
DateMar 2013
Total AUM$802.6M
Discretionary$680.2M
Non-Disc.$122.4M
Employees3
Clients11
DateJan 2013
Total AUM$802.6M
Discretionary$680.2M
Non-Disc.$122.4M
Employees3
Clients11
DateNov 2012
Total AUM$770.8M
Discretionary$612.2M
Non-Disc.$158.6M
Employees3
Clients11
DateMar 2012
Total AUM$770.8M
Discretionary$612.2M
Non-Disc.$158.6M
Employees1
Clients11
DateFeb 2009
Total AUM$564.5M
Discretionary$515.1M
Non-Disc.$49.3M
Employees5
Clients--
DateMar 2008
Total AUM$544.5M
Discretionary$161.9M
Non-Disc.$382.6M
Employees5
Clients--
DateJan 2007
Total AUM$309.9M
Discretionary$91.9M
Non-Disc.$218M
Employees5
Clients--
DateJan 2006
Total AUM$325M
Discretionary$45M
Non-Disc.$280M
Employees5
Clients--
DateSep 2005
Total AUM$205M
Discretionary$50M
Non-Disc.$155M
Employees5
Clients--
DateSep 2004
Total AUM$180M
Discretionary$45M
Non-Disc.$135M
Employees5
Clients--
DateApr 2004
Total AUM$180M
Discretionary$45M
Non-Disc.$135M
Employees5
Clients--