DAVIS & WEHRLE, LLC
CRD #144572 SEC #801-68168 AUSTIN, TX 512-346-1131
SEC Registered
Total AUM
$82.8M
Discretionary
$35M
Employees
2
Clients
11
Accounts
249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $82.8M | $35M | $47.8M | 2 | 26 |
| May 2017 | $82.8M | $35M | $47.8M | 2 | 26 |
| May 2017 | $82.8M | $35M | $47.8M | 2 | 26 |
| Apr 2017 | $82.8M | $35M | $47.8M | 2 | 26 |
| Apr 2017 | $82.8M | $35M | $47.8M | 2 | 26 |
| Apr 2017 | $82.8M | $35M | $47.8M | 2 | 26 |
| Mar 2017 | $82.8M | $35M | $47.8M | 2 | 26 |
| Aug 2016 | $92.6M | $36M | $56.7M | 2 | 212 |
| Mar 2016 | $92.6M | $36M | $56.7M | 2 | 212 |
| Feb 2015 | $123.9M | $39M | $84.9M | 2 | 200 |
| Feb 2014 | $115.3M | $35.6M | $79.7M | 2 | 200 |
| Feb 2013 | $107.1M | $29.5M | $77.6M | 2 | 200 |
| Mar 2012 | $94.6M | $37.2M | $57.4M | 1 | 200 |
| Apr 2011 | $87.4M | $34M | $53.4M | 5 | -- |
| Apr 2010 | $63.3M | $33M | $30.4M | 5 | -- |
| Jul 2009 | $52.6M | $28.9M | $23.8M | 5 | -- |
| Apr 2009 | $52.6M | $28.9M | $23.8M | 5 | -- |
| Jan 2008 | $40.8M | $15M | $25.8M | 5 | -- |
| Dec 2007 | $40.8M | $15M | $25.8M | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateAug 2017
Total AUM$82.8M
Discretionary$35M
Non-Disc.$47.8M
Employees2
Clients26
DateMay 2017
Total AUM$82.8M
Discretionary$35M
Non-Disc.$47.8M
Employees2
Clients26
DateMay 2017
Total AUM$82.8M
Discretionary$35M
Non-Disc.$47.8M
Employees2
Clients26
DateApr 2017
Total AUM$82.8M
Discretionary$35M
Non-Disc.$47.8M
Employees2
Clients26
DateApr 2017
Total AUM$82.8M
Discretionary$35M
Non-Disc.$47.8M
Employees2
Clients26
DateApr 2017
Total AUM$82.8M
Discretionary$35M
Non-Disc.$47.8M
Employees2
Clients26
DateMar 2017
Total AUM$82.8M
Discretionary$35M
Non-Disc.$47.8M
Employees2
Clients26
DateAug 2016
Total AUM$92.6M
Discretionary$36M
Non-Disc.$56.7M
Employees2
Clients212
DateMar 2016
Total AUM$92.6M
Discretionary$36M
Non-Disc.$56.7M
Employees2
Clients212
DateFeb 2015
Total AUM$123.9M
Discretionary$39M
Non-Disc.$84.9M
Employees2
Clients200
DateFeb 2014
Total AUM$115.3M
Discretionary$35.6M
Non-Disc.$79.7M
Employees2
Clients200
DateFeb 2013
Total AUM$107.1M
Discretionary$29.5M
Non-Disc.$77.6M
Employees2
Clients200
DateMar 2012
Total AUM$94.6M
Discretionary$37.2M
Non-Disc.$57.4M
Employees1
Clients200
DateApr 2011
Total AUM$87.4M
Discretionary$34M
Non-Disc.$53.4M
Employees5
Clients--
DateApr 2010
Total AUM$63.3M
Discretionary$33M
Non-Disc.$30.4M
Employees5
Clients--
DateJul 2009
Total AUM$52.6M
Discretionary$28.9M
Non-Disc.$23.8M
Employees5
Clients--
DateApr 2009
Total AUM$52.6M
Discretionary$28.9M
Non-Disc.$23.8M
Employees5
Clients--
DateJan 2008
Total AUM$40.8M
Discretionary$15M
Non-Disc.$25.8M
Employees5
Clients--
DateDec 2007
Total AUM$40.8M
Discretionary$15M
Non-Disc.$25.8M
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--