HARRISON STREET PRIVATE WEALTH LLC
CRD #143857 SEC #801-72298 DENVER, CO 877-200-1878
SEC Registered
Total AUM
$4.6B
Discretionary
$4.6B
Employees
32
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4.6B | $4.6B | $0 | 32 | 0 |
| Jul 2025 | $4.6B | $4.6B | $0 | 32 | 0 |
| Mar 2025 | $4.6B | $4.6B | $0 | 32 | 0 |
| Mar 2024 | $5.1B | $5.1B | $0 | 28 | 0 |
| Jul 2023 | $5.7B | $5.7B | $0 | 22 | 0 |
| Mar 2023 | $5.7B | $5.7B | $0 | 22 | 0 |
| Nov 2022 | $5.8B | $5.8B | $0 | 20 | 0 |
| Mar 2022 | $5.7B | $5.7B | $0 | 21 | 0 |
| Jul 2021 | $4.6B | $4.6B | $0 | 18 | 0 |
| Mar 2021 | $4.3B | $4.3B | $0 | 16 | 0 |
| Mar 2020 | $4.5B | $4.5B | $0 | 15 | 0 |
| Mar 2019 | $4.1B | $4.1B | $0 | 12 | 0 |
| Nov 2018 | $3.7B | $3.7B | $0 | 11 | 0 |
| Jul 2018 | $3.4B | $3.4B | $0 | 10 | 0 |
| Mar 2018 | $2.7B | $2.7B | $0 | 10 | 0 |
| Mar 2017 | $1.3B | $1.3B | $0 | 9 | 1 |
| May 2016 | $790M | $790M | $0 | 8 | 1 |
| Mar 2016 | $670M | $670M | $0 | 8 | 1 |
| May 2015 | $157.5M | $157.5M | $0 | 7 | 1 |
| Mar 2014 | $47.3M | $47.3M | $0 | 8 | 1 |
| Sep 2013 | $33.9M | $33.9M | $0 | 8 | 1 |
| Mar 2013 | $12M | $12M | $0 | 8 | 1 |
| Apr 2012 | $2.2M | $2.2M | $0 | 1 | 1 |
| Jun 2011 | $1.8M | $1.8M | $0 | 5 | -- |
| May 2011 | $1.8M | $1.8M | $0 | 5 | -- |
| May 2011 | $1.8M | $1.8M | $0 | 5 | -- |
| May 2011 | $1.8M | $1.8M | $0 | 5 | -- |
| Apr 2011 | $1.8M | $1.8M | $0 | 5 | -- |
DateOct 2025
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees32
Clients0
DateJul 2025
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees32
Clients0
DateMar 2025
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees32
Clients0
DateMar 2024
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees28
Clients0
DateJul 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees22
Clients0
DateNov 2022
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees21
Clients0
DateJul 2021
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees11
Clients0
DateJul 2018
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients1
DateMay 2016
Total AUM$790M
Discretionary$790M
Non-Disc.$0
Employees8
Clients1
DateMar 2016
Total AUM$670M
Discretionary$670M
Non-Disc.$0
Employees8
Clients1
DateMay 2015
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees7
Clients1
DateMar 2014
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees8
Clients1
DateSep 2013
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees8
Clients1
DateMar 2013
Total AUM$12M
Discretionary$12M
Non-Disc.$0
Employees8
Clients1
DateApr 2012
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees1
Clients1
DateJun 2011
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients--