NELSON SECURITIES,INC.
Legal name: WEALTH ASSET MANAGERS
CRD #14377 SEC #801-41346 SPOKANE, WA 509-838-1313
SEC Registered Broker-Dealer
Total AUM
$272M
Discretionary
$247.7M
Employees
15
Clients
0
Accounts
2,026
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $272M | $247.7M | $24.3M | 15 | 0 |
| Aug 2024 | $242.5M | $227.9M | $14.6M | 15 | 0 |
| Sep 2023 | $213.1M | $200.7M | $12.4M | 15 | 0 |
| Jul 2022 | $185.8M | $175.2M | $10.6M | 15 | 0 |
| Feb 2022 | $215.1M | $201.1M | $14M | 15 | 0 |
| Aug 2021 | $215.1M | $201.1M | $14M | 15 | 0 |
| Aug 2020 | $160.4M | $149.5M | $10.9M | 15 | 0 |
| Jun 2020 | $146.4M | $139.3M | $7.1M | 14 | 0 |
| Aug 2019 | $146.4M | $139.3M | $7.1M | 14 | 0 |
| Aug 2018 | $128.8M | $128.8M | $0 | 15 | 0 |
| Jul 2017 | $111.9M | $111.9M | $0 | 15 | 1,400 |
| Jun 2017 | $93.4M | $93.4M | $0 | 15 | 1,200 |
| Sep 2016 | $93.4M | $93.4M | $0 | 15 | 1,200 |
| Aug 2015 | $61M | $61M | $0 | 19 | 1,300 |
| Jul 2014 | $56.5M | $56.5M | $0 | 19 | 1,200 |
| Aug 2013 | $50.5M | $50.5M | $0 | 19 | 1,200 |
| Aug 2012 | $42.9M | $42.9M | $0 | 11 | 1,000 |
| Jun 2012 | $41.3M | $41.3M | $0 | 11 | 1,000 |
| Jan 2012 | $41.3M | $41.3M | $0 | 11 | 1,000 |
| Aug 2010 | $38M | $38M | $0 | -- | -- |
| Oct 2007 | $36M | $36M | $0 | -- | -- |
| Oct 2005 | $77.9M | $77.9M | $0 | -- | -- |
| Apr 2004 | $48.7M | $48.7M | $0 | -- | -- |
| Apr 2002 | $101.7M | $101.7M | $0 | -- | -- |
| Oct 2001 | $101.7M | $101.7M | $0 | -- | -- |
| Jun 2001 | $101.7M | $101.7M | $0 | -- | -- |
DateJul 2025
Total AUM$272M
Discretionary$247.7M
Non-Disc.$24.3M
Employees15
Clients0
DateAug 2024
Total AUM$242.5M
Discretionary$227.9M
Non-Disc.$14.6M
Employees15
Clients0
DateSep 2023
Total AUM$213.1M
Discretionary$200.7M
Non-Disc.$12.4M
Employees15
Clients0
DateJul 2022
Total AUM$185.8M
Discretionary$175.2M
Non-Disc.$10.6M
Employees15
Clients0
DateFeb 2022
Total AUM$215.1M
Discretionary$201.1M
Non-Disc.$14M
Employees15
Clients0
DateAug 2021
Total AUM$215.1M
Discretionary$201.1M
Non-Disc.$14M
Employees15
Clients0
DateAug 2020
Total AUM$160.4M
Discretionary$149.5M
Non-Disc.$10.9M
Employees15
Clients0
DateJun 2020
Total AUM$146.4M
Discretionary$139.3M
Non-Disc.$7.1M
Employees14
Clients0
DateAug 2019
Total AUM$146.4M
Discretionary$139.3M
Non-Disc.$7.1M
Employees14
Clients0
DateAug 2018
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees15
Clients0
DateJul 2017
Total AUM$111.9M
Discretionary$111.9M
Non-Disc.$0
Employees15
Clients1,400
DateJun 2017
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees15
Clients1,200
DateSep 2016
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees15
Clients1,200
DateAug 2015
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees19
Clients1,300
DateJul 2014
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees19
Clients1,200
DateAug 2013
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees19
Clients1,200
DateAug 2012
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees11
Clients1,000
DateJun 2012
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees11
Clients1,000
DateJan 2012
Total AUM$41.3M
Discretionary$41.3M
Non-Disc.$0
Employees11
Clients1,000
DateAug 2010
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$48.7M
Discretionary$48.7M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees--
Clients--