A.M. WEALTH MANAGEMENT, LLC
CRD #139825 SEC #801-66629 PALO ALTO, CA 650-617-0292
SEC Registered
Total AUM
$59.1M
Discretionary
$59.1M
Employees
5
Clients
--
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2008 | $109.5M | $64.6M | $44.9M | 5 | -- |
| Feb 2007 | $59.1M | $59.1M | $0 | 5 | -- |
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$109.5M
Discretionary$64.6M
Non-Disc.$44.9M
Employees5
Clients--
DateFeb 2007
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees5
Clients--