EQUUS PRIVATE WEALTH MANAGEMENT LLC
CRD #144367 SEC #801-80902 CARBONDALE, CO 970-963-9254
SEC Registered
Total AUM
$179.3M
Discretionary
$179.3M
Employees
5
Clients
0
Accounts
45
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $179.3M | $179.3M | $0 | 5 | 0 |
| Jul 2021 | $183.8M | $183.8M | $0 | 4 | 0 |
| Mar 2021 | $183.8M | $183.8M | $0 | 4 | 0 |
| May 2020 | $183.9M | $183.9M | $0 | 4 | 0 |
| Mar 2020 | $183.9M | $183.9M | $0 | 4 | 0 |
| Mar 2019 | $166.6M | $166.6M | $0 | 4 | 0 |
| Mar 2018 | $178.4M | $178.4M | $0 | 4 | 0 |
| Mar 2017 | $138.8M | $138.8M | $0 | 4 | 26 |
| Apr 2016 | $125.3M | $125.3M | $0 | 4 | 11 |
| Mar 2016 | $125.3M | $125.3M | $0 | 4 | 11 |
| Mar 2015 | $108M | $108M | $0 | 3 | 11 |
| Jan 2015 | $108M | $108M | $0 | 3 | 11 |
| May 2012 | $79.5M | $79.5M | $0 | 1 | 1 |
| Jan 2012 | $76M | $76M | $0 | 1 | 1 |
| Nov 2011 | $72.9M | $72.9M | $0 | 1 | 1 |
| Aug 2011 | $55.9M | $55.9M | $0 | 5 | -- |
| Mar 2011 | $55.9M | $55.9M | $0 | 5 | -- |
| May 2010 | $51.3M | $51.3M | $0 | 5 | -- |
| Sep 2009 | $39.7M | $39.7M | $0 | 5 | -- |
| Sep 2008 | $35.7M | $35.7M | $0 | 5 | -- |
| Mar 2008 | $31.6M | $31.6M | $0 | 5 | -- |
| Nov 2007 | $4.5M | $4.5M | $0 | 5 | -- |
DateMar 2022
Total AUM$179.3M
Discretionary$179.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$166.6M
Discretionary$166.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$178.4M
Discretionary$178.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees4
Clients26
DateApr 2016
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees4
Clients11
DateMar 2016
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees4
Clients11
DateMar 2015
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees3
Clients11
DateJan 2015
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees3
Clients11
DateMay 2012
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees1
Clients1
DateJan 2012
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees1
Clients1
DateNov 2011
Total AUM$72.9M
Discretionary$72.9M
Non-Disc.$0
Employees1
Clients1
DateAug 2011
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$35.7M
Discretionary$35.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees5
Clients--