FRONTIER WEALTH MANAGEMENT, LLC
Legal name: FWM LEGACY, LLC
CRD #144344 SEC #802-127130 LEAWOOD, KS 816-753-5100
State Registered Exempt Reporting Private Funds Disclosures
Total AUM
$4.1B
Discretionary
$3B
Employees
50
Clients
251
Accounts
6,381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $4.1B | $3B | $1.1B | 50 | 0 |
| Mar 2022 | $4.1B | $3B | $1.1B | 50 | 0 |
| Mar 2022 | $4.1B | $3B | $1.1B | 50 | 0 |
| Oct 2021 | $3.7B | $2.7B | $922.7M | 51 | 0 |
| Sep 2021 | $3.7B | $2.7B | $922.7M | 51 | 0 |
| Mar 2021 | $3.7B | $2.7B | $922.7M | 51 | 0 |
| Jun 2020 | $3.1B | $2.2B | $888M | 60 | 0 |
| Mar 2020 | $2.4B | $2B | $439.8M | 53 | 0 |
| Mar 2020 | $2.4B | $2B | $439.8M | 53 | 0 |
| Apr 2019 | $2.2B | $1.7B | $503.2M | 45 | 0 |
| Mar 2019 | $2.2B | $1.7B | $503.2M | 45 | 0 |
| Mar 2018 | $2.1B | $1.7B | $336.3M | 44 | 0 |
| Jun 2017 | $1.7B | $1.6B | $130.1M | 40 | 1,400 |
| May 2017 | $1.7B | $1.6B | $130.1M | 40 | 1,400 |
| Apr 2017 | $1.7B | $1.6B | $130.1M | 40 | 1,400 |
| Mar 2017 | $1.7B | $1.6B | $130.1M | 40 | 1,400 |
| Dec 2016 | $1.5B | $1.3B | $115.4M | 41 | 1,250 |
| Jul 2016 | $1.5B | $1.3B | $115.4M | 45 | 1,250 |
| Apr 2016 | $1.5B | $1.3B | $115.4M | 45 | 1,250 |
| Mar 2016 | $1.5B | $1.3B | $115.4M | 45 | 1,250 |
| Dec 2015 | $1.2B | $1.1B | $97.8M | 40 | 1,100 |
| Sep 2015 | $1.2B | $1.1B | $97.8M | 40 | 1,100 |
| May 2015 | $1.2B | $1.1B | $97.8M | 40 | 1,100 |
| Mar 2015 | $1.2B | $1.1B | $97.8M | 40 | 1,100 |
| Dec 2014 | $838.8M | $801.4M | $37.4M | 28 | 800 |
| Dec 2014 | $838.8M | $801.4M | $37.4M | 28 | 800 |
| Aug 2014 | $465.4M | $430.7M | $34.7M | 25 | 700 |
| Aug 2014 | $465.4M | $430.7M | $34.7M | 25 | 700 |
| May 2014 | $465.4M | $430.7M | $34.7M | 25 | 700 |
| Mar 2014 | $465.4M | $430.7M | $34.7M | 25 | 700 |
| Mar 2013 | $405.4M | $380.4M | $25M | 22 | 700 |
| Mar 2012 | $354.2M | $342.5M | $11.8M | 11 | 1,844 |
| Mar 2011 | $154.3M | $143.7M | $10.7M | -- | -- |
| Apr 2010 | $177.8M | $168.4M | $9.5M | -- | -- |
| Mar 2010 | $177.8M | $168.4M | $9.5M | -- | -- |
| Mar 2009 | $167.7M | $160.2M | $7.6M | 10 | -- |
| Jan 2008 | $114.5M | $54.6M | $59.9M | 10 | -- |
| Sep 2007 | $85.1M | $57.9M | $27.2M | 10 | -- |
| Aug 2007 | $85.1M | $57.9M | $27.2M | 10 | -- |
| Aug 2007 | $0 | $0 | $0 | 10 | -- |
DateAug 2022
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees50
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees50
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$3B
Non-Disc.$1.1B
Employees50
Clients0
DateOct 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$922.7M
Employees51
Clients0
DateSep 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$922.7M
Employees51
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$922.7M
Employees51
Clients0
DateJun 2020
Total AUM$3.1B
Discretionary$2.2B
Non-Disc.$888M
Employees60
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$2B
Non-Disc.$439.8M
Employees53
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$2B
Non-Disc.$439.8M
Employees53
Clients0
DateApr 2019
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$503.2M
Employees45
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$503.2M
Employees45
Clients0
DateMar 2018
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$336.3M
Employees44
Clients0
DateJun 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$130.1M
Employees40
Clients1,400
DateMay 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$130.1M
Employees40
Clients1,400
DateApr 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$130.1M
Employees40
Clients1,400
DateMar 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$130.1M
Employees40
Clients1,400
DateDec 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$115.4M
Employees41
Clients1,250
DateJul 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$115.4M
Employees45
Clients1,250
DateApr 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$115.4M
Employees45
Clients1,250
DateMar 2016
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$115.4M
Employees45
Clients1,250
DateDec 2015
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$97.8M
Employees40
Clients1,100
DateSep 2015
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$97.8M
Employees40
Clients1,100
DateMay 2015
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$97.8M
Employees40
Clients1,100
DateMar 2015
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$97.8M
Employees40
Clients1,100
DateDec 2014
Total AUM$838.8M
Discretionary$801.4M
Non-Disc.$37.4M
Employees28
Clients800
DateDec 2014
Total AUM$838.8M
Discretionary$801.4M
Non-Disc.$37.4M
Employees28
Clients800
DateAug 2014
Total AUM$465.4M
Discretionary$430.7M
Non-Disc.$34.7M
Employees25
Clients700
DateAug 2014
Total AUM$465.4M
Discretionary$430.7M
Non-Disc.$34.7M
Employees25
Clients700
DateMay 2014
Total AUM$465.4M
Discretionary$430.7M
Non-Disc.$34.7M
Employees25
Clients700
DateMar 2014
Total AUM$465.4M
Discretionary$430.7M
Non-Disc.$34.7M
Employees25
Clients700
DateMar 2013
Total AUM$405.4M
Discretionary$380.4M
Non-Disc.$25M
Employees22
Clients700
DateMar 2012
Total AUM$354.2M
Discretionary$342.5M
Non-Disc.$11.8M
Employees11
Clients1,844
DateMar 2011
Total AUM$154.3M
Discretionary$143.7M
Non-Disc.$10.7M
Employees--
Clients--
DateApr 2010
Total AUM$177.8M
Discretionary$168.4M
Non-Disc.$9.5M
Employees--
Clients--
DateMar 2010
Total AUM$177.8M
Discretionary$168.4M
Non-Disc.$9.5M
Employees--
Clients--
DateMar 2009
Total AUM$167.7M
Discretionary$160.2M
Non-Disc.$7.6M
Employees10
Clients--
DateJan 2008
Total AUM$114.5M
Discretionary$54.6M
Non-Disc.$59.9M
Employees10
Clients--
DateSep 2007
Total AUM$85.1M
Discretionary$57.9M
Non-Disc.$27.2M
Employees10
Clients--
DateAug 2007
Total AUM$85.1M
Discretionary$57.9M
Non-Disc.$27.2M
Employees10
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--