CAPSTONE WEALTH MANAGEMENT, LLC
CRD #144696 SEC #801-69947 NEW YORK, NY 646-214-8700
SEC Registered
Total AUM
$145.4M
Discretionary
$145.4M
Employees
3
Clients
1
Accounts
219
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2016 | $145.4M | $145.4M | $0 | 3 | 100 |
| Jun 2016 | $145.4M | $145.4M | $0 | 3 | 100 |
| May 2016 | $145.4M | $145.4M | $0 | 3 | 100 |
| Mar 2016 | $134M | $134M | $0 | 3 | 100 |
| Feb 2016 | $134M | $134M | $0 | 3 | 100 |
| Dec 2015 | $134M | $134M | $0 | 3 | 113 |
| Oct 2015 | $162.9M | $162.9M | $0 | 3 | 113 |
| May 2015 | $162.9M | $162.9M | $0 | 3 | 113 |
| Mar 2015 | $162.9M | $162.9M | $0 | 3 | 113 |
| Mar 2014 | $167.6M | $167.6M | $0 | 3 | 123 |
| Mar 2013 | $163.5M | $163.5M | $0 | 3 | 117 |
| Mar 2012 | $113.5M | $113.5M | $0 | 1 | 109 |
| Mar 2011 | $103.7M | $103.7M | $0 | 5 | -- |
| Mar 2010 | $100M | $100M | $0 | 10 | -- |
| Jun 2009 | $42.8M | $42.8M | $0 | 10 | -- |
DateSep 2016
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees3
Clients100
DateJun 2016
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees3
Clients100
DateMay 2016
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees3
Clients100
DateFeb 2016
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees3
Clients100
DateDec 2015
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees3
Clients113
DateOct 2015
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees3
Clients113
DateMay 2015
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees3
Clients113
DateMar 2015
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees3
Clients113
DateMar 2014
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees3
Clients123
DateMar 2013
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees3
Clients117
DateMar 2012
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees1
Clients109
DateMar 2011
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--