CAUBLE & HARRE WEALTH MANAGEMENT, INC.
CRD #143812 SEC #801-70042 ST. LOUIS, MO 314-576-1112
SEC Registered
Total AUM
$255.1M
Discretionary
$255.1M
Employees
4
Clients
26
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $255.1M | $255.1M | $0 | 4 | 0 |
| Apr 2025 | $255.1M | $255.1M | $0 | 4 | 0 |
| Mar 2025 | $255.1M | $255.1M | $0 | 3 | 0 |
| Nov 2024 | $236.6M | $236.6M | $0 | 3 | 1 |
| Feb 2024 | $236.6M | $236.6M | $0 | 3 | 1 |
| Mar 2023 | $218M | $218M | $0 | 3 | 1 |
| Jan 2023 | $239.8M | $239.8M | $0 | 3 | 1 |
| Nov 2022 | $239.8M | $239.8M | $0 | 3 | 1 |
| Mar 2022 | $239.8M | $239.8M | $0 | 3 | 1 |
| Mar 2021 | $241.7M | $241.7M | $0 | 3 | 1 |
| May 2020 | $219.4M | $219.4M | $0 | 3 | 1 |
| Mar 2020 | $219.4M | $219.4M | $0 | 3 | 1 |
| Nov 2019 | $201.2M | $201.2M | $0 | 3 | 1 |
| Aug 2019 | $201.2M | $201.2M | $0 | 3 | 1 |
| May 2019 | $162.1M | $162.1M | $0 | 3 | 1 |
| Mar 2019 | $162.1M | $162.1M | $0 | 2 | 1 |
| Mar 2018 | $163.6M | $161.6M | $2.1M | 2 | 3 |
| Mar 2018 | $163.6M | $161.6M | $2.1M | 3 | 3 |
| Feb 2017 | $150.3M | $148.1M | $2.2M | 3 | 26 |
| Mar 2016 | $113.8M | $113.8M | $0 | 3 | 26 |
| Mar 2015 | $129.4M | $129.4M | $0 | 3 | 26 |
| Apr 2014 | $123.6M | $123.6M | $0 | 3 | 26 |
| Mar 2014 | $123.6M | $123.6M | $0 | 3 | 26 |
| Mar 2013 | $110.1M | $110.1M | $0 | 3 | 26 |
| May 2012 | $101.5M | $101.5M | $0 | 1 | 26 |
| Apr 2012 | $101.5M | $101.5M | $0 | 1 | 26 |
| Mar 2012 | $101M | $101M | $0 | 1 | 26 |
| Dec 2011 | $72.9M | $72.9M | $0 | 1 | 26 |
| Mar 2011 | $72.4M | $72.4M | $0 | 5 | -- |
| Mar 2010 | $59M | $59M | $0 | 5 | -- |
DateAug 2025
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2024
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2023
Total AUM$218M
Discretionary$218M
Non-Disc.$0
Employees3
Clients1
DateJan 2023
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees3
Clients1
DateNov 2022
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2022
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$241.7M
Discretionary$241.7M
Non-Disc.$0
Employees3
Clients1
DateMay 2020
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees3
Clients1
DateMar 2020
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees3
Clients1
DateNov 2019
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees3
Clients1
DateAug 2019
Total AUM$201.2M
Discretionary$201.2M
Non-Disc.$0
Employees3
Clients1
DateMay 2019
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees3
Clients1
DateMar 2019
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2018
Total AUM$163.6M
Discretionary$161.6M
Non-Disc.$2.1M
Employees2
Clients3
DateMar 2018
Total AUM$163.6M
Discretionary$161.6M
Non-Disc.$2.1M
Employees3
Clients3
DateFeb 2017
Total AUM$150.3M
Discretionary$148.1M
Non-Disc.$2.2M
Employees3
Clients26
DateMar 2016
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees3
Clients26
DateApr 2014
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees3
Clients26
DateMay 2012
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$72.9M
Discretionary$72.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$72.4M
Discretionary$72.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees5
Clients--