ASPETUCK FINANCIAL MANAGEMENT LLC
CRD #134500 SEC #801-125900 WESTPORT, CT 203-226-5733
SEC Registered
Total AUM
$152.7M
Discretionary
$152.7M
Employees
1
Clients
1
Accounts
451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $152.7M | $152.7M | $0 | 1 | 0 |
| Feb 2025 | $152.7M | $152.7M | $0 | 1 | 0 |
| Mar 2024 | $126.5M | $126.5M | $0 | 1 | 0 |
| Dec 2023 | $101.1M | $101.1M | $0 | 1 | 0 |
| Nov 2023 | $101.1M | $101.1M | $0 | 1 | 0 |
| Sep 2023 | $101.1M | $101.1M | $0 | 1 | 0 |
| Feb 2023 | $101.1M | $101.1M | $0 | 1 | 0 |
| Jul 2022 | $122.9M | $122.9M | $0 | 1 | 0 |
| May 2022 | $122.9M | $122.9M | $0 | 1 | 0 |
| Apr 2012 | $36.3M | $35.3M | $989.2K | 1 | 26 |
| Apr 2012 | $36.3M | $35.3M | $989.2K | 1 | 26 |
| Mar 2012 | $36.3M | $35.3M | $989.2K | 1 | 26 |
| Feb 2012 | $36.3M | $35.3M | $989.2K | 1 | 26 |
| Feb 2012 | $36.3M | $35.3M | $989.2K | 1 | 26 |
| Jan 2012 | $36.3M | $35.3M | $989.2K | 1 | 26 |
| Feb 2011 | $38M | $34.9M | $3.1M | 5 | -- |
| Mar 2010 | $29.8M | $26.5M | $3.3M | 5 | -- |
DateSep 2025
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2022
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees1
Clients0
DateApr 2012
Total AUM$36.3M
Discretionary$35.3M
Non-Disc.$989.2K
Employees1
Clients26
DateApr 2012
Total AUM$36.3M
Discretionary$35.3M
Non-Disc.$989.2K
Employees1
Clients26
DateMar 2012
Total AUM$36.3M
Discretionary$35.3M
Non-Disc.$989.2K
Employees1
Clients26
DateFeb 2012
Total AUM$36.3M
Discretionary$35.3M
Non-Disc.$989.2K
Employees1
Clients26
DateFeb 2012
Total AUM$36.3M
Discretionary$35.3M
Non-Disc.$989.2K
Employees1
Clients26
DateJan 2012
Total AUM$36.3M
Discretionary$35.3M
Non-Disc.$989.2K
Employees1
Clients26
DateFeb 2011
Total AUM$38M
Discretionary$34.9M
Non-Disc.$3.1M
Employees5
Clients--
DateMar 2010
Total AUM$29.8M
Discretionary$26.5M
Non-Disc.$3.3M
Employees5
Clients--