SHONE ASSET MANAGEMENT LLC
Legal name: SHONE WEALTH MANAGEMENT
CRD #136101 SEC #801-101521 WALNUT CREEK, CA 925-472-0874
SEC Registered
Total AUM
$356.4M
Discretionary
$346.9M
Employees
5
Clients
1
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $356.4M | $346.9M | $9.5M | 5 | 2 |
| Jun 2020 | $283.5M | $278.3M | $5.2M | 5 | 2 |
| Apr 2020 | $283.5M | $278.3M | $5.2M | 5 | 2 |
| Mar 2020 | $283.5M | $278.3M | $5.2M | 5 | 2 |
| Mar 2019 | $229.4M | $224.9M | $4.4M | 5 | 0 |
| Mar 2018 | $211.2M | $207M | $4.2M | 4 | 2 |
| Nov 2017 | $198.4M | $194.5M | $3.9M | 8 | 2 |
| May 2017 | $212.4M | $206M | $6.3M | 8 | 180 |
| May 2017 | $212.4M | $206M | $6.3M | 8 | 180 |
| Mar 2017 | $212.4M | $206M | $6.3M | 8 | 180 |
| Dec 2016 | $154.3M | $99.2M | $55.1M | 6 | 273 |
| Mar 2016 | $154.3M | $99.2M | $55.1M | 6 | 273 |
| Nov 2015 | $153.8M | $96M | $57.8M | 3 | 142 |
| Jul 2015 | $153.8M | $96M | $57.8M | 3 | 142 |
DateMar 2021
Total AUM$356.4M
Discretionary$346.9M
Non-Disc.$9.5M
Employees5
Clients2
DateJun 2020
Total AUM$283.5M
Discretionary$278.3M
Non-Disc.$5.2M
Employees5
Clients2
DateApr 2020
Total AUM$283.5M
Discretionary$278.3M
Non-Disc.$5.2M
Employees5
Clients2
DateMar 2020
Total AUM$283.5M
Discretionary$278.3M
Non-Disc.$5.2M
Employees5
Clients2
DateMar 2019
Total AUM$229.4M
Discretionary$224.9M
Non-Disc.$4.4M
Employees5
Clients0
DateMar 2018
Total AUM$211.2M
Discretionary$207M
Non-Disc.$4.2M
Employees4
Clients2
DateNov 2017
Total AUM$198.4M
Discretionary$194.5M
Non-Disc.$3.9M
Employees8
Clients2
DateMay 2017
Total AUM$212.4M
Discretionary$206M
Non-Disc.$6.3M
Employees8
Clients180
DateMay 2017
Total AUM$212.4M
Discretionary$206M
Non-Disc.$6.3M
Employees8
Clients180
DateMar 2017
Total AUM$212.4M
Discretionary$206M
Non-Disc.$6.3M
Employees8
Clients180
DateDec 2016
Total AUM$154.3M
Discretionary$99.2M
Non-Disc.$55.1M
Employees6
Clients273
DateMar 2016
Total AUM$154.3M
Discretionary$99.2M
Non-Disc.$55.1M
Employees6
Clients273
DateNov 2015
Total AUM$153.8M
Discretionary$96M
Non-Disc.$57.8M
Employees3
Clients142
DateJul 2015
Total AUM$153.8M
Discretionary$96M
Non-Disc.$57.8M
Employees3
Clients142