WEATHERVANE WEALTH MANAGEMENT, LLC
CRD #132159 SEC #801-63329 BERWYN, PA 610-321-2400
SEC Registered
Total AUM
$126.1M
Discretionary
$104.5M
Employees
2
Clients
101
Accounts
274
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $126.1M | $104.5M | $21.6M | 2 | 100 |
| Mar 2014 | $114.5M | $105.9M | $8.6M | 2 | 100 |
| Apr 2013 | $100.6M | $83.5M | $17.2M | 2 | 26 |
| Mar 2013 | $100.6M | $83.5M | $17.2M | 2 | 26 |
| Apr 2012 | $92.1M | $69.6M | $22.5M | 1 | 26 |
| Mar 2012 | $92.1M | $69.6M | $22.5M | 1 | 26 |
| Dec 2011 | $77.7M | $64.5M | $13.1M | 1 | 26 |
| Nov 2011 | $77.7M | $64.5M | $13.1M | 1 | 26 |
| Mar 2011 | $77.7M | $64.5M | $13.1M | 5 | -- |
| Jun 2010 | $72.7M | $60.2M | $12.5M | 5 | -- |
| Mar 2010 | $72.7M | $60.2M | $12.5M | 5 | -- |
| Mar 2008 | $75.7M | $62.8M | $12.9M | 5 | -- |
| Mar 2007 | $63.6M | $63.6M | $0 | 5 | -- |
| Mar 2006 | $84.3M | $84.3M | $0 | 5 | -- |
DateMar 2015
Total AUM$126.1M
Discretionary$104.5M
Non-Disc.$21.6M
Employees2
Clients100
DateMar 2014
Total AUM$114.5M
Discretionary$105.9M
Non-Disc.$8.6M
Employees2
Clients100
DateApr 2013
Total AUM$100.6M
Discretionary$83.5M
Non-Disc.$17.2M
Employees2
Clients26
DateMar 2013
Total AUM$100.6M
Discretionary$83.5M
Non-Disc.$17.2M
Employees2
Clients26
DateApr 2012
Total AUM$92.1M
Discretionary$69.6M
Non-Disc.$22.5M
Employees1
Clients26
DateMar 2012
Total AUM$92.1M
Discretionary$69.6M
Non-Disc.$22.5M
Employees1
Clients26
DateDec 2011
Total AUM$77.7M
Discretionary$64.5M
Non-Disc.$13.1M
Employees1
Clients26
DateNov 2011
Total AUM$77.7M
Discretionary$64.5M
Non-Disc.$13.1M
Employees1
Clients26
DateMar 2011
Total AUM$77.7M
Discretionary$64.5M
Non-Disc.$13.1M
Employees5
Clients--
DateJun 2010
Total AUM$72.7M
Discretionary$60.2M
Non-Disc.$12.5M
Employees5
Clients--
DateMar 2010
Total AUM$72.7M
Discretionary$60.2M
Non-Disc.$12.5M
Employees5
Clients--
DateMar 2008
Total AUM$75.7M
Discretionary$62.8M
Non-Disc.$12.9M
Employees5
Clients--
DateMar 2007
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees5
Clients--