DB WEALTH MANAGEMENT GROUP, LLC
CRD #135317 SEC #801-110019 SAN DIEGO, CA 619.497.0404
SEC Registered
Total AUM
$213.4M
Discretionary
$213.4M
Employees
5
Clients
11
Accounts
283
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $213.4M | $213.4M | $0 | 5 | 0 |
| Mar 2023 | $213.4M | $213.4M | $0 | 5 | 0 |
| Jan 2022 | $220.5M | $220.5M | $0 | 3 | 0 |
| Aug 2021 | $182.6M | $182.1M | $493.4K | 3 | 0 |
| Jul 2021 | $182.6M | $182.1M | $493.4K | 3 | 0 |
| Mar 2021 | $182.6M | $182.1M | $493.4K | 3 | 0 |
| Nov 2020 | $164.2M | $163.8M | $338.8K | 3 | 0 |
| Jul 2020 | $164.2M | $163.8M | $338.8K | 3 | 0 |
| Jun 2020 | $164.2M | $163.8M | $338.8K | 3 | 0 |
| Mar 2020 | $164.2M | $163.8M | $338.8K | 3 | 0 |
| Sep 2019 | $139.9M | $137.9M | $2M | 3 | 0 |
| May 2019 | $139.9M | $137.9M | $2M | 3 | 0 |
| Mar 2019 | $139.9M | $137.9M | $2M | 3 | 0 |
| Mar 2018 | $129.3M | $125.2M | $4.1M | 3 | 0 |
| Aug 2017 | $101.9M | $101.9M | $0 | 3 | 200 |
| Feb 2017 | $101.9M | $101.9M | $0 | 3 | 200 |
| Feb 2017 | $101.9M | $101.9M | $0 | 3 | 200 |
DateJul 2023
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$182.6M
Discretionary$182.1M
Non-Disc.$493.4K
Employees3
Clients0
DateJul 2021
Total AUM$182.6M
Discretionary$182.1M
Non-Disc.$493.4K
Employees3
Clients0
DateMar 2021
Total AUM$182.6M
Discretionary$182.1M
Non-Disc.$493.4K
Employees3
Clients0
DateNov 2020
Total AUM$164.2M
Discretionary$163.8M
Non-Disc.$338.8K
Employees3
Clients0
DateJul 2020
Total AUM$164.2M
Discretionary$163.8M
Non-Disc.$338.8K
Employees3
Clients0
DateJun 2020
Total AUM$164.2M
Discretionary$163.8M
Non-Disc.$338.8K
Employees3
Clients0
DateMar 2020
Total AUM$164.2M
Discretionary$163.8M
Non-Disc.$338.8K
Employees3
Clients0
DateSep 2019
Total AUM$139.9M
Discretionary$137.9M
Non-Disc.$2M
Employees3
Clients0
DateMay 2019
Total AUM$139.9M
Discretionary$137.9M
Non-Disc.$2M
Employees3
Clients0
DateMar 2019
Total AUM$139.9M
Discretionary$137.9M
Non-Disc.$2M
Employees3
Clients0
DateMar 2018
Total AUM$129.3M
Discretionary$125.2M
Non-Disc.$4.1M
Employees3
Clients0
DateAug 2017
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees3
Clients200
DateFeb 2017
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees3
Clients200
DateFeb 2017
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees3
Clients200