U.S. WEALTH GROUP, LLC
CRD #141062 SEC #801-66977 WOODBURY, NY 516-682-9800
SEC Registered
Total AUM
$154.3M
Discretionary
$154.3M
Employees
2
Clients
--
Accounts
256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $154.3M | $154.3M | $0 | 2 | 0 |
| Mar 2024 | $136.5M | $136.5M | $0 | 2 | 0 |
| Mar 2023 | $116.6M | $116.6M | $0 | 2 | 0 |
| Jun 2022 | $126M | $126M | $0 | 2 | 0 |
| Mar 2022 | $126M | $126M | $0 | 2 | 0 |
| Jun 2021 | $101.7M | $101.7M | $0 | 2 | 0 |
| Mar 2021 | $101.7M | $101.7M | $0 | 2 | 0 |
| Jun 2020 | $88.1M | $88.1M | $0 | 2 | 0 |
| Jun 2020 | $88.1M | $88.1M | $0 | 2 | 0 |
| Jan 2019 | $90.6M | $90.6M | $0 | 2 | 0 |
| Oct 2018 | $91.7M | $91.7M | $0 | 2 | 247 |
| Mar 2018 | $86.7M | $86.7M | $0 | 2 | 245 |
| Nov 2017 | $82.5M | $82.5M | $0 | 2 | 252 |
| Nov 2017 | $82.5M | $82.5M | $0 | 2 | 252 |
| Mar 2017 | $71.7M | $71.7M | $0 | 2 | 200 |
| Feb 2016 | $70.5M | $70.5M | $0 | 3 | 200 |
| Mar 2015 | $75M | $75M | $0 | 2 | 200 |
| Mar 2014 | $75M | $75M | $0 | 2 | 200 |
| Jan 2013 | $75M | $75M | $0 | 4 | 200 |
| Mar 2012 | $75M | $75M | $0 | 1 | 200 |
| Jul 2011 | $75M | $75M | $0 | 5 | -- |
| Jan 2011 | $72M | $72M | $0 | 5 | -- |
| Jan 2010 | $73M | $73M | $0 | 5 | -- |
| Jan 2008 | $65M | $65M | $0 | 5 | -- |
| May 2007 | $50M | $50M | $0 | 5 | -- |
DateFeb 2025
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$116.6M
Discretionary$116.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$88.1M
Discretionary$88.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$88.1M
Discretionary$88.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$91.7M
Discretionary$91.7M
Non-Disc.$0
Employees2
Clients247
DateMar 2018
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees2
Clients245
DateNov 2017
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees2
Clients252
DateNov 2017
Total AUM$82.5M
Discretionary$82.5M
Non-Disc.$0
Employees2
Clients252
DateMar 2017
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients200
DateFeb 2016
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2015
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees2
Clients200
DateJan 2013
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients200
DateJul 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$73M
Discretionary$73M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--