SOUTHERN WEALTH MANAGEMENT LLP
CRD #134714 SEC #801-64071 DALLAS, TX 972-661-4600
SEC Registered
Total AUM
$2.3B
Discretionary
$1.8B
Employees
50
Clients
1
Accounts
2,061
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2023 | $2.3B | $1.8B | $520.7M | 50 | 1 |
| Mar 2023 | $2.3B | $1.8B | $520.7M | 50 | 1 |
| Mar 2023 | $2.3B | $1.8B | $520.7M | 50 | 1 |
| Jan 2023 | $2.9B | $2.2B | $718.6M | 50 | 1 |
| Jan 2023 | $2.9B | $2.2B | $718.6M | 50 | 1 |
| Mar 2022 | $2.9B | $2.2B | $718.6M | 50 | 1 |
| Mar 2022 | $2.9B | $2.2B | $718.6M | 50 | 1 |
| Mar 2022 | $2.9B | $2.2B | $718.6M | 50 | 1 |
| Nov 2021 | $3.4B | $2.7B | $694.5M | 59 | 2 |
| Sep 2021 | $3.4B | $2.7B | $694.5M | 59 | 2 |
| Jul 2021 | $3.4B | $2.7B | $694.5M | 59 | 2 |
| Jul 2021 | $3.4B | $2.7B | $694.5M | 59 | 2 |
| Jun 2021 | $3.4B | $2.7B | $694.5M | 59 | 2 |
| Jun 2021 | $3.4B | $2.7B | $694.5M | 59 | 2 |
| Mar 2021 | $3.4B | $2.7B | $694.5M | 59 | 2 |
| Feb 2021 | $3.1B | $2.4B | $680.9M | 52 | 2 |
| Jun 2020 | $3.1B | $2.4B | $680.9M | 52 | 2 |
| Mar 2020 | $3.1B | $2.4B | $680.9M | 52 | 2 |
| Mar 2019 | $2.5B | $2B | $509M | 53 | 119 |
| Sep 2018 | $2.2B | $1.2B | $1B | 35 | 119 |
| Jun 2018 | $2.2B | $1.2B | $1B | 35 | 119 |
| Jun 2018 | $2.2B | $0 | $2.2B | 35 | 119 |
| May 2018 | $2.2B | $0 | $2.2B | 35 | 119 |
| Mar 2018 | $2.2B | $0 | $2.2B | 35 | 119 |
| Mar 2017 | $2.4B | $0 | $2.4B | 32 | 200 |
| Mar 2016 | $2.2B | $0 | $2.2B | 32 | 200 |
| May 2015 | $2.2B | $0 | $2.2B | 32 | 800 |
| Apr 2015 | $2.2B | $0 | $2.2B | 32 | 800 |
| Mar 2015 | $2.2B | $0 | $2.2B | 32 | 800 |
| Mar 2014 | $2B | $0 | $2B | 36 | 800 |
| May 2013 | $1.7B | $0 | $1.7B | 31 | 800 |
| Apr 2013 | $1.7B | $0 | $1.7B | 31 | 800 |
| Mar 2013 | $1.7B | $0 | $1.7B | 31 | 800 |
| Jan 2013 | $1.6B | $0 | $1.6B | 31 | 800 |
| May 2012 | $1.6B | $0 | $1.6B | 11 | 800 |
| Apr 2012 | $1.6B | $0 | $1.6B | 11 | 800 |
| Mar 2012 | $1.6B | $0 | $1.6B | 11 | 800 |
| Jan 2012 | $1.6B | $0 | $1.6B | 11 | 800 |
| Jun 2011 | $1.2B | $0 | $1.2B | -- | -- |
| Apr 2011 | $1.2B | $0 | $1.2B | -- | -- |
| Mar 2011 | $1.2B | $0 | $1.2B | -- | -- |
| Jan 2010 | $662.1M | $0 | $662.1M | -- | -- |
| Apr 2009 | $662.1M | $0 | $662.1M | -- | -- |
| Mar 2009 | $662.1M | $0 | $662.1M | -- | -- |
| Mar 2008 | $800.8M | $0 | $800.8M | -- | -- |
| Mar 2007 | $681M | $0 | $681M | -- | -- |
| Nov 2006 | $424.5M | $0 | $424.5M | 10 | -- |
| Jun 2005 | $388.5M | $0 | $388.5M | 10 | -- |
DateAug 2023
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$520.7M
Employees50
Clients1
DateMar 2023
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$520.7M
Employees50
Clients1
DateMar 2023
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$520.7M
Employees50
Clients1
DateJan 2023
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$718.6M
Employees50
Clients1
DateJan 2023
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$718.6M
Employees50
Clients1
DateMar 2022
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$718.6M
Employees50
Clients1
DateMar 2022
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$718.6M
Employees50
Clients1
DateMar 2022
Total AUM$2.9B
Discretionary$2.2B
Non-Disc.$718.6M
Employees50
Clients1
DateNov 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$694.5M
Employees59
Clients2
DateSep 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$694.5M
Employees59
Clients2
DateJul 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$694.5M
Employees59
Clients2
DateJul 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$694.5M
Employees59
Clients2
DateJun 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$694.5M
Employees59
Clients2
DateJun 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$694.5M
Employees59
Clients2
DateMar 2021
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$694.5M
Employees59
Clients2
DateFeb 2021
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$680.9M
Employees52
Clients2
DateJun 2020
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$680.9M
Employees52
Clients2
DateMar 2020
Total AUM$3.1B
Discretionary$2.4B
Non-Disc.$680.9M
Employees52
Clients2
DateMar 2019
Total AUM$2.5B
Discretionary$2B
Non-Disc.$509M
Employees53
Clients119
DateSep 2018
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees35
Clients119
DateJun 2018
Total AUM$2.2B
Discretionary$1.2B
Non-Disc.$1B
Employees35
Clients119
DateJun 2018
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees35
Clients119
DateMay 2018
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees35
Clients119
DateMar 2018
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees35
Clients119
DateMar 2017
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees32
Clients200
DateMar 2016
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees32
Clients200
DateMay 2015
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees32
Clients800
DateApr 2015
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees32
Clients800
DateMar 2015
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees32
Clients800
DateMar 2014
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees36
Clients800
DateMay 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees31
Clients800
DateApr 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees31
Clients800
DateMar 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees31
Clients800
DateJan 2013
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees31
Clients800
DateMay 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees11
Clients800
DateApr 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees11
Clients800
DateMar 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees11
Clients800
DateJan 2012
Total AUM$1.6B
Discretionary$0
Non-Disc.$1.6B
Employees11
Clients800
DateJun 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2010
Total AUM$662.1M
Discretionary$0
Non-Disc.$662.1M
Employees--
Clients--
DateApr 2009
Total AUM$662.1M
Discretionary$0
Non-Disc.$662.1M
Employees--
Clients--
DateMar 2009
Total AUM$662.1M
Discretionary$0
Non-Disc.$662.1M
Employees--
Clients--
DateMar 2008
Total AUM$800.8M
Discretionary$0
Non-Disc.$800.8M
Employees--
Clients--
DateMar 2007
Total AUM$681M
Discretionary$0
Non-Disc.$681M
Employees--
Clients--
DateNov 2006
Total AUM$424.5M
Discretionary$0
Non-Disc.$424.5M
Employees10
Clients--
DateJun 2005
Total AUM$388.5M
Discretionary$0
Non-Disc.$388.5M
Employees10
Clients--