LEXINGTON WEALTH MANAGEMENT, INC.
CRD #135507 SEC #801-64329 LEXINGTON, MA 781-860-7745
SEC Registered
Total AUM
$929.2M
Discretionary
$929.2M
Employees
18
Clients
251
Accounts
2,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $929.2M | $929.2M | $0 | 18 | 0 |
| Apr 2018 | $961.5M | $938.9M | $22.6M | 17 | 0 |
| Aug 2017 | $736.7M | $641.2M | $95.5M | 15 | 300 |
| May 2017 | $730M | $730M | $0 | 15 | 300 |
| Mar 2017 | $730M | $730M | $0 | 15 | 300 |
| Mar 2016 | $630M | $630M | $0 | 15 | 300 |
| Feb 2016 | $650M | $650M | $0 | 15 | 300 |
| Apr 2015 | $650M | $650M | $0 | 15 | 300 |
| Mar 2014 | $620M | $620M | $0 | 15 | 300 |
| Mar 2013 | $520M | $500M | $20M | 16 | 300 |
| Apr 2012 | $500M | $480M | $20M | 6 | 300 |
| Jun 2011 | $470M | $0 | $470M | 10 | -- |
| Apr 2011 | $470M | $0 | $470M | 10 | -- |
| May 2010 | $240M | $0 | $240M | 10 | -- |
| Mar 2008 | $247M | $0 | $247M | 10 | -- |
| Mar 2007 | $201M | $0 | $201M | 10 | -- |
| Mar 2006 | $120.5M | $0 | $120.5M | 10 | -- |
| Oct 2005 | $107M | $0 | $107M | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
| May 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2019
Total AUM$929.2M
Discretionary$929.2M
Non-Disc.$0
Employees18
Clients0
DateApr 2018
Total AUM$961.5M
Discretionary$938.9M
Non-Disc.$22.6M
Employees17
Clients0
DateAug 2017
Total AUM$736.7M
Discretionary$641.2M
Non-Disc.$95.5M
Employees15
Clients300
DateMay 2017
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees15
Clients300
DateMar 2017
Total AUM$730M
Discretionary$730M
Non-Disc.$0
Employees15
Clients300
DateMar 2016
Total AUM$630M
Discretionary$630M
Non-Disc.$0
Employees15
Clients300
DateFeb 2016
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees15
Clients300
DateApr 2015
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees15
Clients300
DateMar 2014
Total AUM$620M
Discretionary$620M
Non-Disc.$0
Employees15
Clients300
DateMar 2013
Total AUM$520M
Discretionary$500M
Non-Disc.$20M
Employees16
Clients300
DateApr 2012
Total AUM$500M
Discretionary$480M
Non-Disc.$20M
Employees6
Clients300
DateJun 2011
Total AUM$470M
Discretionary$0
Non-Disc.$470M
Employees10
Clients--
DateApr 2011
Total AUM$470M
Discretionary$0
Non-Disc.$470M
Employees10
Clients--
DateMay 2010
Total AUM$240M
Discretionary$0
Non-Disc.$240M
Employees10
Clients--
DateMar 2008
Total AUM$247M
Discretionary$0
Non-Disc.$247M
Employees10
Clients--
DateMar 2007
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees10
Clients--
DateMar 2006
Total AUM$120.5M
Discretionary$0
Non-Disc.$120.5M
Employees10
Clients--
DateOct 2005
Total AUM$107M
Discretionary$0
Non-Disc.$107M
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--