DOYLE WEALTH MANAGEMENT, LLC
Legal name: CI DOYLE PRIVATE WEALTH, LLC
CRD #134503 SEC #801-64034 ST. PETERSBURG, FL 727-898-3063
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
20
Clients
101
Accounts
2,534
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1.6B | $1.6B | $6.8M | 20 | 3 |
| Nov 2022 | $1.6B | $1.6B | $6.8M | 20 | 3 |
| Jul 2022 | $1.6B | $1.6B | $6.8M | 20 | 3 |
| May 2022 | $1.6B | $1.6B | $6.8M | 20 | 3 |
| Apr 2022 | $1.6B | $1.6B | $6.8M | 20 | 3 |
| Mar 2022 | $1.6B | $1.6B | $6.8M | 20 | 3 |
| Mar 2022 | $1.6B | $1.6B | $6.8M | 20 | 3 |
| Jan 2022 | $1.3B | $1.3B | $0 | 20 | 2 |
| Nov 2021 | $1.3B | $1.3B | $0 | 20 | 2 |
| Nov 2021 | $1.3B | $1.3B | $0 | 20 | 2 |
| Sep 2021 | $1.3B | $1.3B | $0 | 20 | 2 |
| Aug 2021 | $1.3B | $1.3B | $0 | 21 | 2 |
| Jul 2021 | $1.3B | $1.3B | $0 | 21 | 2 |
| Jun 2021 | $1.3B | $1.3B | $0 | 22 | 2 |
| Mar 2021 | $1.3B | $1.3B | $0 | 22 | 2 |
| Jan 2021 | $1.1B | $1.1B | $11.6M | 22 | 0 |
| Dec 2020 | $1.1B | $1.1B | $11.6M | 22 | 0 |
| Oct 2020 | $1.1B | $1.1B | $11.6M | 22 | 0 |
| Jul 2020 | $1.1B | $1.1B | $11.6M | 23 | 0 |
| Jun 2020 | $1.1B | $1.1B | $11.6M | 23 | 0 |
| Apr 2020 | $1.1B | $1.1B | $11.6M | 23 | 0 |
| Feb 2020 | $1.1B | $1.1B | $11.6M | 23 | 0 |
| Dec 2019 | $853.3M | $843.7M | $9.6M | 22 | 0 |
| Aug 2019 | $853.3M | $843.7M | $9.6M | 22 | 0 |
| Apr 2019 | $853.3M | $843.7M | $9.6M | 22 | 0 |
| Mar 2019 | $853.3M | $843.7M | $9.6M | 22 | 0 |
| Oct 2018 | $846M | $844.4M | $1.5M | 17 | 0 |
| Apr 2018 | $846M | $844.4M | $1.5M | 18 | 0 |
| Feb 2018 | $846M | $844.4M | $1.5M | 18 | 0 |
| Jan 2018 | $846M | $844.4M | $1.5M | 18 | 0 |
| Jun 2017 | $713.8M | $712.4M | $1.4M | 15 | 600 |
| Jun 2017 | $713.8M | $712.4M | $1.4M | 15 | 600 |
| Jun 2017 | $713.8M | $712.4M | $1.4M | 15 | 600 |
| May 2017 | $713.8M | $712.4M | $1.4M | 15 | 600 |
| Mar 2017 | $713.8M | $712.4M | $1.4M | 15 | 600 |
| Feb 2017 | $713.8M | $712.4M | $1.4M | 15 | 600 |
| Feb 2017 | $713.8M | $712.4M | $1.4M | 15 | 600 |
| Jan 2017 | $633.1M | $625.6M | $7.5M | 14 | 600 |
| Nov 2016 | $633.1M | $625.6M | $7.5M | 14 | 600 |
| Sep 2016 | $633.1M | $625.6M | $7.5M | 14 | 600 |
| Mar 2016 | $633.1M | $625.6M | $7.5M | 14 | 600 |
| Oct 2015 | $579.1M | $568.4M | $10.8M | 11 | 500 |
| Sep 2015 | $579.1M | $568.4M | $10.8M | 11 | 500 |
| Apr 2015 | $579.1M | $568.4M | $10.8M | 10 | 500 |
| Feb 2015 | $579.1M | $568.4M | $10.8M | 9 | 500 |
| Jan 2015 | $497.9M | $489.4M | $8.6M | 9 | 500 |
| Nov 2014 | $497.9M | $489.4M | $8.6M | 10 | 500 |
| Sep 2014 | $497.9M | $489.4M | $8.6M | 10 | 500 |
| Sep 2014 | $497.9M | $489.4M | $8.6M | 10 | 500 |
| Aug 2014 | $497.9M | $489.4M | $8.6M | 10 | 500 |
| Mar 2014 | $497.9M | $489.4M | $8.6M | 11 | 500 |
| Feb 2014 | $366M | $359.9M | $6.1M | 12 | 415 |
| Jan 2014 | $366M | $359.9M | $6.1M | 12 | 415 |
| Sep 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| Sep 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| Jul 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| May 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| May 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| May 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| Mar 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| Feb 2013 | $366M | $359.9M | $6.1M | 12 | 415 |
| Jan 2013 | $305.9M | $299.8M | $6.2M | 10 | 300 |
| Nov 2012 | $305.9M | $299.8M | $6.2M | 10 | 300 |
| Oct 2012 | $305.9M | $299.8M | $6.2M | 6 | 300 |
| Aug 2012 | $305.9M | $299.8M | $6.2M | 6 | 300 |
| Jun 2012 | $305.9M | $299.8M | $6.2M | 6 | 300 |
| Feb 2012 | $305.9M | $299.8M | $6.2M | 6 | 300 |
| Feb 2012 | $305.9M | $299.8M | $6.2M | 6 | 300 |
| May 2011 | $252.4M | $239.2M | $13.2M | 10 | -- |
| Mar 2011 | $252.4M | $239.2M | $13.2M | 10 | -- |
| Oct 2010 | $207.6M | $195.3M | $12.3M | 10 | -- |
| Jun 2010 | $207.6M | $195.3M | $12.3M | 10 | -- |
| Mar 2010 | $207.6M | $195.3M | $12.3M | 10 | -- |
| Mar 2010 | $207.6M | $195.3M | $12.3M | 10 | -- |
| Mar 2009 | $154M | $137.7M | $16.3M | 10 | -- |
| Mar 2008 | $183.5M | $153.7M | $29.8M | 10 | -- |
| Dec 2007 | $127.5M | $99.3M | $28.2M | 5 | -- |
| Mar 2007 | $127.5M | $99.3M | $28.2M | 5 | -- |
| Mar 2006 | $83.2M | $66.9M | $16.3M | 5 | -- |
| Dec 2005 | $52.5M | $43.8M | $8.7M | 5 | -- |
| Dec 2005 | $52.5M | $43.8M | $8.7M | 5 | -- |
| Oct 2005 | $52.5M | $43.8M | $8.7M | 5 | -- |
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.8M
Employees20
Clients3
DateNov 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.8M
Employees20
Clients3
DateJul 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.8M
Employees20
Clients3
DateMay 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.8M
Employees20
Clients3
DateApr 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.8M
Employees20
Clients3
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.8M
Employees20
Clients3
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$6.8M
Employees20
Clients3
DateJan 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2
DateNov 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2
DateNov 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2
DateSep 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients2
DateAug 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients2
DateJul 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients2
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients2
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients2
DateJan 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.6M
Employees22
Clients0
DateDec 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.6M
Employees22
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.6M
Employees22
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.6M
Employees23
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.6M
Employees23
Clients0
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.6M
Employees23
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$11.6M
Employees23
Clients0
DateDec 2019
Total AUM$853.3M
Discretionary$843.7M
Non-Disc.$9.6M
Employees22
Clients0
DateAug 2019
Total AUM$853.3M
Discretionary$843.7M
Non-Disc.$9.6M
Employees22
Clients0
DateApr 2019
Total AUM$853.3M
Discretionary$843.7M
Non-Disc.$9.6M
Employees22
Clients0
DateMar 2019
Total AUM$853.3M
Discretionary$843.7M
Non-Disc.$9.6M
Employees22
Clients0
DateOct 2018
Total AUM$846M
Discretionary$844.4M
Non-Disc.$1.5M
Employees17
Clients0
DateApr 2018
Total AUM$846M
Discretionary$844.4M
Non-Disc.$1.5M
Employees18
Clients0
DateFeb 2018
Total AUM$846M
Discretionary$844.4M
Non-Disc.$1.5M
Employees18
Clients0
DateJan 2018
Total AUM$846M
Discretionary$844.4M
Non-Disc.$1.5M
Employees18
Clients0
DateJun 2017
Total AUM$713.8M
Discretionary$712.4M
Non-Disc.$1.4M
Employees15
Clients600
DateJun 2017
Total AUM$713.8M
Discretionary$712.4M
Non-Disc.$1.4M
Employees15
Clients600
DateJun 2017
Total AUM$713.8M
Discretionary$712.4M
Non-Disc.$1.4M
Employees15
Clients600
DateMay 2017
Total AUM$713.8M
Discretionary$712.4M
Non-Disc.$1.4M
Employees15
Clients600
DateMar 2017
Total AUM$713.8M
Discretionary$712.4M
Non-Disc.$1.4M
Employees15
Clients600
DateFeb 2017
Total AUM$713.8M
Discretionary$712.4M
Non-Disc.$1.4M
Employees15
Clients600
DateFeb 2017
Total AUM$713.8M
Discretionary$712.4M
Non-Disc.$1.4M
Employees15
Clients600
DateJan 2017
Total AUM$633.1M
Discretionary$625.6M
Non-Disc.$7.5M
Employees14
Clients600
DateNov 2016
Total AUM$633.1M
Discretionary$625.6M
Non-Disc.$7.5M
Employees14
Clients600
DateSep 2016
Total AUM$633.1M
Discretionary$625.6M
Non-Disc.$7.5M
Employees14
Clients600
DateMar 2016
Total AUM$633.1M
Discretionary$625.6M
Non-Disc.$7.5M
Employees14
Clients600
DateOct 2015
Total AUM$579.1M
Discretionary$568.4M
Non-Disc.$10.8M
Employees11
Clients500
DateSep 2015
Total AUM$579.1M
Discretionary$568.4M
Non-Disc.$10.8M
Employees11
Clients500
DateApr 2015
Total AUM$579.1M
Discretionary$568.4M
Non-Disc.$10.8M
Employees10
Clients500
DateFeb 2015
Total AUM$579.1M
Discretionary$568.4M
Non-Disc.$10.8M
Employees9
Clients500
DateJan 2015
Total AUM$497.9M
Discretionary$489.4M
Non-Disc.$8.6M
Employees9
Clients500
DateNov 2014
Total AUM$497.9M
Discretionary$489.4M
Non-Disc.$8.6M
Employees10
Clients500
DateSep 2014
Total AUM$497.9M
Discretionary$489.4M
Non-Disc.$8.6M
Employees10
Clients500
DateSep 2014
Total AUM$497.9M
Discretionary$489.4M
Non-Disc.$8.6M
Employees10
Clients500
DateAug 2014
Total AUM$497.9M
Discretionary$489.4M
Non-Disc.$8.6M
Employees10
Clients500
DateMar 2014
Total AUM$497.9M
Discretionary$489.4M
Non-Disc.$8.6M
Employees11
Clients500
DateFeb 2014
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateJan 2014
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateSep 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateSep 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateJul 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateMay 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateMay 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateMay 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateMar 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateFeb 2013
Total AUM$366M
Discretionary$359.9M
Non-Disc.$6.1M
Employees12
Clients415
DateJan 2013
Total AUM$305.9M
Discretionary$299.8M
Non-Disc.$6.2M
Employees10
Clients300
DateNov 2012
Total AUM$305.9M
Discretionary$299.8M
Non-Disc.$6.2M
Employees10
Clients300
DateOct 2012
Total AUM$305.9M
Discretionary$299.8M
Non-Disc.$6.2M
Employees6
Clients300
DateAug 2012
Total AUM$305.9M
Discretionary$299.8M
Non-Disc.$6.2M
Employees6
Clients300
DateJun 2012
Total AUM$305.9M
Discretionary$299.8M
Non-Disc.$6.2M
Employees6
Clients300
DateFeb 2012
Total AUM$305.9M
Discretionary$299.8M
Non-Disc.$6.2M
Employees6
Clients300
DateFeb 2012
Total AUM$305.9M
Discretionary$299.8M
Non-Disc.$6.2M
Employees6
Clients300
DateMay 2011
Total AUM$252.4M
Discretionary$239.2M
Non-Disc.$13.2M
Employees10
Clients--
DateMar 2011
Total AUM$252.4M
Discretionary$239.2M
Non-Disc.$13.2M
Employees10
Clients--
DateOct 2010
Total AUM$207.6M
Discretionary$195.3M
Non-Disc.$12.3M
Employees10
Clients--
DateJun 2010
Total AUM$207.6M
Discretionary$195.3M
Non-Disc.$12.3M
Employees10
Clients--
DateMar 2010
Total AUM$207.6M
Discretionary$195.3M
Non-Disc.$12.3M
Employees10
Clients--
DateMar 2010
Total AUM$207.6M
Discretionary$195.3M
Non-Disc.$12.3M
Employees10
Clients--
DateMar 2009
Total AUM$154M
Discretionary$137.7M
Non-Disc.$16.3M
Employees10
Clients--
DateMar 2008
Total AUM$183.5M
Discretionary$153.7M
Non-Disc.$29.8M
Employees10
Clients--
DateDec 2007
Total AUM$127.5M
Discretionary$99.3M
Non-Disc.$28.2M
Employees5
Clients--
DateMar 2007
Total AUM$127.5M
Discretionary$99.3M
Non-Disc.$28.2M
Employees5
Clients--
DateMar 2006
Total AUM$83.2M
Discretionary$66.9M
Non-Disc.$16.3M
Employees5
Clients--
DateDec 2005
Total AUM$52.5M
Discretionary$43.8M
Non-Disc.$8.7M
Employees5
Clients--
DateDec 2005
Total AUM$52.5M
Discretionary$43.8M
Non-Disc.$8.7M
Employees5
Clients--
DateOct 2005
Total AUM$52.5M
Discretionary$43.8M
Non-Disc.$8.7M
Employees5
Clients--