FINANCIAL WEALTH MANAGEMENT, LLC
CRD #140281 SEC #801-67249 MADISON, WI 608-276-9691
SEC Registered
Total AUM
$236M
Discretionary
$236M
Employees
3
Clients
0
Accounts
1,250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $236M | $236M | $0 | 3 | 0 |
| Mar 2020 | $236M | $236M | $0 | 3 | 0 |
| Jun 2019 | $177M | $177M | $0 | 3 | 0 |
| Mar 2019 | $177M | $177M | $0 | 3 | 0 |
| Mar 2018 | $187M | $187M | $0 | 3 | 335 |
| Apr 2017 | $218M | $160M | $58M | 3 | 300 |
| Mar 2017 | $218M | $160M | $58M | 3 | 300 |
| Mar 2016 | $200M | $133M | $67M | 5 | 300 |
| Nov 2015 | $195M | $130M | $65M | 5 | 300 |
| Mar 2015 | $195M | $130M | $65M | 5 | 300 |
| Feb 2015 | $195M | $130M | $65M | 5 | 300 |
| Mar 2014 | $175M | $115M | $60M | 5 | 300 |
| Apr 2013 | $151M | $96M | $55M | 4 | 300 |
| Feb 2012 | $131M | $81M | $50M | 1 | 300 |
| May 2011 | $125M | $75M | $50M | 5 | -- |
| Mar 2011 | $125M | $75M | $50M | 5 | -- |
| Oct 2010 | $60.5M | $58.5M | $2M | 5 | -- |
| Jul 2010 | $60.5M | $58.5M | $2M | 5 | -- |
| Jan 2008 | $70.5M | $68M | $2.5M | 5 | -- |
| Mar 2007 | $52M | $52M | $0 | 5 | -- |
| Feb 2007 | $52M | $52M | $0 | 5 | -- |
| Jan 2007 | $35.3M | $35.3M | $0 | 5 | -- |
DateJun 2020
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees3
Clients335
DateApr 2017
Total AUM$218M
Discretionary$160M
Non-Disc.$58M
Employees3
Clients300
DateMar 2017
Total AUM$218M
Discretionary$160M
Non-Disc.$58M
Employees3
Clients300
DateMar 2016
Total AUM$200M
Discretionary$133M
Non-Disc.$67M
Employees5
Clients300
DateNov 2015
Total AUM$195M
Discretionary$130M
Non-Disc.$65M
Employees5
Clients300
DateMar 2015
Total AUM$195M
Discretionary$130M
Non-Disc.$65M
Employees5
Clients300
DateFeb 2015
Total AUM$195M
Discretionary$130M
Non-Disc.$65M
Employees5
Clients300
DateMar 2014
Total AUM$175M
Discretionary$115M
Non-Disc.$60M
Employees5
Clients300
DateApr 2013
Total AUM$151M
Discretionary$96M
Non-Disc.$55M
Employees4
Clients300
DateFeb 2012
Total AUM$131M
Discretionary$81M
Non-Disc.$50M
Employees1
Clients300
DateMay 2011
Total AUM$125M
Discretionary$75M
Non-Disc.$50M
Employees5
Clients--
DateMar 2011
Total AUM$125M
Discretionary$75M
Non-Disc.$50M
Employees5
Clients--
DateOct 2010
Total AUM$60.5M
Discretionary$58.5M
Non-Disc.$2M
Employees5
Clients--
DateJul 2010
Total AUM$60.5M
Discretionary$58.5M
Non-Disc.$2M
Employees5
Clients--
DateJan 2008
Total AUM$70.5M
Discretionary$68M
Non-Disc.$2.5M
Employees5
Clients--
DateMar 2007
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$35.3M
Discretionary$35.3M
Non-Disc.$0
Employees5
Clients--