ERISEY WEALTH MANAGEMENT LLC
Legal name: ERISEY WEALTH MANAGEMENT
CRD #138337 SEC #801-65038 CAVE CREEK, AZ 480-473-4611
SEC Registered
Total AUM
$32.5M
Discretionary
$32.5M
Employees
1
Clients
0
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $26M | $26M | $0 | 1 | 26 |
| Apr 2012 | $26M | $26M | $0 | 1 | 26 |
| Mar 2012 | $26M | $26M | $0 | 1 | 26 |
| Feb 2012 | $24.8M | $24.8M | $0 | 1 | 26 |
| Dec 2011 | $32.5M | $32.5M | $0 | 1 | 26 |
| Mar 2011 | $32.5M | $32.5M | $0 | 5 | -- |
| Feb 2009 | $30M | $30M | $0 | 5 | -- |
| Mar 2008 | $34M | $34M | $0 | 5 | -- |
| Mar 2007 | $30M | $30M | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
DateApr 2012
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--