C5 WEALTH MANAGEMENT, LLC
CRD #142430 SEC #801-67336 GREAT FALLS, VA 703-759-7007
SEC Registered
Total AUM
$196.1M
Discretionary
$196.1M
Employees
6
Clients
11
Accounts
1,187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $207.4M | $207.4M | $0 | 7 | 300 |
| Mar 2012 | $196.1M | $196.1M | $0 | 6 | 300 |
| Mar 2011 | $195.7M | $195.7M | $0 | 10 | -- |
| Aug 2010 | $142.4M | $142.4M | $0 | 10 | -- |
| Mar 2010 | $142.4M | $142.4M | $0 | 10 | -- |
| Mar 2008 | $130M | $130M | $0 | 10 | -- |
| Aug 2007 | $205.5M | $115M | $90.4M | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 10 | -- |
DateMar 2013
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees7
Clients300
DateMar 2012
Total AUM$196.1M
Discretionary$196.1M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$205.5M
Discretionary$115M
Non-Disc.$90.4M
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--