CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.
Legal name: CRITERION WEALTH MANAGEMENT
CRD #142180 SEC #801-67247 VALENCIA, CA 661-254-2543
SEC Registered
Total AUM
$58.3M
Discretionary
$58.3M
Employees
3
Clients
--
Accounts
107
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $58.3M | $58.3M | $0 | 3 | 0 |
| Sep 2018 | $58.3M | $58.3M | $0 | 3 | 0 |
| Aug 2018 | $58.3M | $58.3M | $0 | 3 | 0 |
| Aug 2018 | $59.6M | $59.6M | $0 | 2 | 0 |
| May 2018 | $59.6M | $59.6M | $0 | 2 | 0 |
| Mar 2018 | $59.6M | $59.6M | $0 | 2 | 0 |
| Mar 2017 | $190.5M | $190.5M | $0 | 4 | 100 |
| Aug 2016 | $182.1M | $182.1M | $0 | 4 | 26 |
| Aug 2016 | $182.1M | $182.1M | $0 | 4 | 26 |
| Mar 2016 | $182.1M | $182.1M | $0 | 4 | 26 |
| Jul 2015 | $186.4M | $186.4M | $0 | 3 | 26 |
| May 2015 | $186.4M | $186.4M | $0 | 3 | 26 |
| Mar 2015 | $186.4M | $186.4M | $0 | 3 | 26 |
| Mar 2014 | $181.3M | $181.3M | $0 | 3 | 26 |
| Jun 2013 | $161.4M | $161.4M | $0 | 2 | 26 |
| Apr 2013 | $161.4M | $161.4M | $0 | 2 | 26 |
| Mar 2012 | $153.7M | $153.7M | $0 | 1 | 26 |
| Mar 2012 | $153.7M | $153.7M | $0 | 1 | 26 |
| Dec 2011 | $81.2M | $81.2M | $0 | 1 | 26 |
| Apr 2011 | $81.2M | $81.2M | $0 | 5 | -- |
| May 2010 | $59.5M | $59.5M | $0 | 5 | -- |
| May 2010 | $59.5M | $59.5M | $0 | 5 | -- |
| Apr 2010 | $59.5M | $59.5M | $0 | 5 | -- |
| Feb 2009 | $54M | $0 | $54M | 5 | -- |
| Feb 2007 | $41.5M | $0 | $41.5M | 5 | -- |
| Dec 2006 | $0 | $0 | $0 | 5 | -- |
DateSep 2018
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$190.5M
Discretionary$190.5M
Non-Disc.$0
Employees4
Clients100
DateAug 2016
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees4
Clients26
DateAug 2016
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees4
Clients26
DateJul 2015
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees3
Clients26
DateMay 2015
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$186.4M
Discretionary$186.4M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$181.3M
Discretionary$181.3M
Non-Disc.$0
Employees3
Clients26
DateJun 2013
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees2
Clients26
DateApr 2013
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$153.7M
Discretionary$153.7M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$81.2M
Discretionary$81.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$54M
Discretionary$0
Non-Disc.$54M
Employees5
Clients--
DateFeb 2007
Total AUM$41.5M
Discretionary$0
Non-Disc.$41.5M
Employees5
Clients--
DateDec 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--