WEALTHMD CORPORATION
CRD #140498 SEC #801-80639 LOUISVILLE, KY 502-413-6893
SEC Registered
Total AUM
$212.9M
Discretionary
$212.9M
Employees
4
Clients
--
Accounts
1,556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $212.9M | $212.9M | $0 | 4 | 0 |
| Mar 2025 | $212.9M | $212.9M | $0 | 4 | 0 |
| Feb 2024 | $190.1M | $190.1M | $0 | 3 | 0 |
| Mar 2023 | $160.2M | $160.2M | $0 | 3 | 0 |
| Mar 2022 | $200.1M | $200.1M | $0 | 3 | 0 |
| Apr 2021 | $174.1M | $174.1M | $0 | 3 | 0 |
| May 2020 | $149M | $149M | $0 | 3 | 0 |
| Mar 2020 | $149M | $149M | $0 | 3 | 0 |
| Mar 2019 | $138.3M | $138.3M | $0 | 3 | 0 |
| Mar 2018 | $138.5M | $138.5M | $0 | 4 | 0 |
| Jan 2017 | $113.8M | $113.8M | $0 | 4 | 1,100 |
| Jan 2017 | $113.8M | $113.8M | $0 | 4 | 1,100 |
| Dec 2016 | $110.4M | $110.4M | $0 | 4 | 1,100 |
| Apr 2016 | $110.4M | $110.4M | $0 | 4 | 1,100 |
| Jan 2016 | $110.4M | $110.4M | $0 | 4 | 1,100 |
| Dec 2015 | $114.1M | $114.1M | $0 | 5 | 700 |
| Apr 2015 | $114.1M | $114.1M | $0 | 5 | 700 |
| Mar 2015 | $105.7M | $105.7M | $0 | 5 | 700 |
| Feb 2015 | $105.7M | $105.7M | $0 | 5 | 700 |
| Nov 2014 | $103.3M | $103.3M | $0 | 5 | 662 |
| May 2012 | $55M | $55M | $0 | 1 | 400 |
| Apr 2012 | $55M | $55M | $0 | 1 | 400 |
| Apr 2012 | $55M | $55M | $0 | 1 | 400 |
| Mar 2012 | $47.6M | $47.6M | $0 | 1 | 400 |
| Mar 2012 | $47.6M | $47.6M | $0 | 1 | 400 |
| Aug 2011 | $49.3M | $49.3M | $0 | 5 | -- |
| Apr 2010 | $30M | $30M | $0 | 5 | -- |
DateJul 2025
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$200.1M
Discretionary$200.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees4
Clients1,100
DateJan 2017
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees4
Clients1,100
DateDec 2016
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees4
Clients1,100
DateApr 2016
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees4
Clients1,100
DateJan 2016
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees4
Clients1,100
DateDec 2015
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees5
Clients700
DateApr 2015
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees5
Clients700
DateMar 2015
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients700
DateFeb 2015
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees5
Clients700
DateNov 2014
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees5
Clients662
DateMay 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients400
DateApr 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees1
Clients400
DateAug 2011
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--