CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
CRD #131631 SEC #801-63969 MIAMI, FL 786-594-4400
SEC Registered
Total AUM
$465M
Discretionary
$465M
Employees
30
Clients
1
Accounts
860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $465M | $465M | $0 | 30 | 0 |
| Mar 2018 | $465M | $465M | $0 | 30 | 0 |
| Jan 2018 | $593.3M | $113.3M | $479.9M | 28 | 0 |
| Nov 2017 | $593.3M | $113.3M | $479.9M | 28 | 0 |
| Nov 2017 | $593.3M | $113.3M | $479.9M | 28 | 0 |
| Nov 2017 | $593.3M | $113.3M | $479.9M | 28 | 0 |
| Nov 2017 | $593.3M | $113.3M | $479.9M | 28 | 0 |
| Nov 2017 | $593.3M | $113.3M | $479.9M | 28 | 0 |
| Nov 2017 | $593.3M | $113.3M | $479.9M | 28 | 0 |
| Aug 2017 | $593.3M | $113.3M | $479.9M | 41 | 2,500 |
| Jul 2017 | $593.3M | $113.3M | $479.9M | 41 | 2,500 |
| Jul 2017 | $593.3M | $113.3M | $479.9M | 41 | 2,500 |
| Jun 2017 | $593.3M | $113.3M | $479.9M | 41 | 2,500 |
| Apr 2017 | $593.3M | $113.3M | $479.9M | 41 | 2,500 |
| Mar 2017 | $593.3M | $113.3M | $479.9M | 41 | 2,500 |
| Jan 2017 | $480.3M | $102.8M | $377.5M | 41 | 3,100 |
| Sep 2016 | $480.3M | $102.8M | $377.5M | 41 | 3,100 |
| May 2016 | $480.3M | $102.8M | $377.5M | 41 | 3,100 |
| Mar 2016 | $480.3M | $102.8M | $377.5M | 41 | 3,100 |
| Feb 2016 | $723.4M | $452.8M | $270.6M | 85 | 3,100 |
| Nov 2015 | $723.4M | $452.8M | $270.6M | 85 | 3,100 |
| Nov 2015 | $723.4M | $452.8M | $270.6M | 85 | 3,100 |
| Mar 2015 | $723.4M | $452.8M | $270.6M | 85 | 3,100 |
| Dec 2014 | $794.8M | $450.9M | $343.9M | 85 | 3,200 |
| Mar 2014 | $794.8M | $450.9M | $343.9M | 85 | 3,200 |
| Mar 2014 | $574.3M | $390.5M | $183.8M | 85 | 2,500 |
| Nov 2013 | $574.3M | $390.5M | $183.8M | 85 | 2,500 |
| Mar 2013 | $574.3M | $390.5M | $183.8M | 85 | 2,500 |
| Jul 2012 | $411.6M | $371.6M | $40M | 51 | 1,500 |
| May 2012 | $411.6M | $371.6M | $40M | 51 | 1,500 |
| Mar 2012 | $411.6M | $371.6M | $40M | 51 | 1,500 |
| Aug 2011 | $341.7M | $312.6M | $29M | 51 | -- |
| Apr 2011 | $341.7M | $312.6M | $29M | 51 | -- |
| Mar 2011 | $341.7M | $312.6M | $29M | 51 | -- |
| Mar 2011 | $273.1M | $255M | $18.1M | -- | -- |
| Feb 2011 | $273.1M | $255M | $18.1M | -- | -- |
| Sep 2010 | $273.1M | $255M | $18.1M | -- | -- |
| Sep 2010 | $273.1M | $255M | $18.1M | -- | -- |
| Aug 2010 | $273.1M | $255M | $18.1M | -- | -- |
| Mar 2010 | $273.1M | $255M | $18.1M | -- | -- |
| Oct 2009 | $79M | $79M | $0 | 10 | -- |
| Oct 2009 | $79M | $79M | $0 | 10 | -- |
| Jun 2009 | $79M | $79M | $0 | 10 | -- |
| May 2009 | $79M | $79M | $0 | 10 | -- |
| Mar 2009 | $79M | $79M | $0 | 10 | -- |
| Feb 2009 | $111.9M | $111.9M | $0 | 5 | -- |
| Nov 2007 | $95.5M | $95.5M | $0 | 10 | -- |
| Aug 2007 | $95.5M | $95.5M | $0 | 10 | -- |
| Jun 2007 | $95.5M | $95.5M | $0 | 10 | -- |
| Mar 2007 | $95.5M | $95.5M | $0 | 10 | -- |
| Mar 2007 | $95.5M | $95.5M | $0 | 10 | -- |
| Feb 2007 | $95.5M | $95.5M | $0 | 10 | -- |
| Feb 2005 | $0 | $0 | $0 | -- | -- |
DateJul 2018
Total AUM$465M
Discretionary$465M
Non-Disc.$0
Employees30
Clients0
DateMar 2018
Total AUM$465M
Discretionary$465M
Non-Disc.$0
Employees30
Clients0
DateJan 2018
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees28
Clients0
DateNov 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees28
Clients0
DateNov 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees28
Clients0
DateNov 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees28
Clients0
DateNov 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees28
Clients0
DateNov 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees28
Clients0
DateNov 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees28
Clients0
DateAug 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees41
Clients2,500
DateJul 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees41
Clients2,500
DateJul 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees41
Clients2,500
DateJun 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees41
Clients2,500
DateApr 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees41
Clients2,500
DateMar 2017
Total AUM$593.3M
Discretionary$113.3M
Non-Disc.$479.9M
Employees41
Clients2,500
DateJan 2017
Total AUM$480.3M
Discretionary$102.8M
Non-Disc.$377.5M
Employees41
Clients3,100
DateSep 2016
Total AUM$480.3M
Discretionary$102.8M
Non-Disc.$377.5M
Employees41
Clients3,100
DateMay 2016
Total AUM$480.3M
Discretionary$102.8M
Non-Disc.$377.5M
Employees41
Clients3,100
DateMar 2016
Total AUM$480.3M
Discretionary$102.8M
Non-Disc.$377.5M
Employees41
Clients3,100
DateFeb 2016
Total AUM$723.4M
Discretionary$452.8M
Non-Disc.$270.6M
Employees85
Clients3,100
DateNov 2015
Total AUM$723.4M
Discretionary$452.8M
Non-Disc.$270.6M
Employees85
Clients3,100
DateNov 2015
Total AUM$723.4M
Discretionary$452.8M
Non-Disc.$270.6M
Employees85
Clients3,100
DateMar 2015
Total AUM$723.4M
Discretionary$452.8M
Non-Disc.$270.6M
Employees85
Clients3,100
DateDec 2014
Total AUM$794.8M
Discretionary$450.9M
Non-Disc.$343.9M
Employees85
Clients3,200
DateMar 2014
Total AUM$794.8M
Discretionary$450.9M
Non-Disc.$343.9M
Employees85
Clients3,200
DateMar 2014
Total AUM$574.3M
Discretionary$390.5M
Non-Disc.$183.8M
Employees85
Clients2,500
DateNov 2013
Total AUM$574.3M
Discretionary$390.5M
Non-Disc.$183.8M
Employees85
Clients2,500
DateMar 2013
Total AUM$574.3M
Discretionary$390.5M
Non-Disc.$183.8M
Employees85
Clients2,500
DateJul 2012
Total AUM$411.6M
Discretionary$371.6M
Non-Disc.$40M
Employees51
Clients1,500
DateMay 2012
Total AUM$411.6M
Discretionary$371.6M
Non-Disc.$40M
Employees51
Clients1,500
DateMar 2012
Total AUM$411.6M
Discretionary$371.6M
Non-Disc.$40M
Employees51
Clients1,500
DateAug 2011
Total AUM$341.7M
Discretionary$312.6M
Non-Disc.$29M
Employees51
Clients--
DateApr 2011
Total AUM$341.7M
Discretionary$312.6M
Non-Disc.$29M
Employees51
Clients--
DateMar 2011
Total AUM$341.7M
Discretionary$312.6M
Non-Disc.$29M
Employees51
Clients--
DateMar 2011
Total AUM$273.1M
Discretionary$255M
Non-Disc.$18.1M
Employees--
Clients--
DateFeb 2011
Total AUM$273.1M
Discretionary$255M
Non-Disc.$18.1M
Employees--
Clients--
DateSep 2010
Total AUM$273.1M
Discretionary$255M
Non-Disc.$18.1M
Employees--
Clients--
DateSep 2010
Total AUM$273.1M
Discretionary$255M
Non-Disc.$18.1M
Employees--
Clients--
DateAug 2010
Total AUM$273.1M
Discretionary$255M
Non-Disc.$18.1M
Employees--
Clients--
DateMar 2010
Total AUM$273.1M
Discretionary$255M
Non-Disc.$18.1M
Employees--
Clients--
DateOct 2009
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees10
Clients--
DateMay 2009
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees10
Clients--
DateJun 2007
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--