TRIAD WEALTH STEWARDSHIP, LLC
CRD #144796 SEC #801-70199 BELLEVUE, WA 425-455-6623
SEC Registered
Total AUM
$249.6M
Discretionary
$249.6M
Employees
5
Clients
26
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2015 | $306M | $306M | $0 | 9 | 200 |
| Sep 2014 | $306M | $306M | $0 | 9 | 200 |
| Mar 2014 | $306M | $306M | $0 | 9 | 200 |
| Mar 2013 | $249.6M | $249.6M | $0 | 5 | 200 |
| Dec 2012 | $252.4M | $252.4M | $0 | 5 | 200 |
| Mar 2012 | $252.4M | $252.4M | $0 | 1 | 200 |
| May 2011 | $274M | $274M | $0 | 5 | -- |
| Mar 2011 | $274M | $274M | $0 | 5 | -- |
| Jan 2010 | $282M | $282M | $0 | 5 | -- |
| May 2009 | $240M | $240M | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateJan 2015
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees9
Clients200
DateSep 2014
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees9
Clients200
DateMar 2013
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees5
Clients200
DateDec 2012
Total AUM$252.4M
Discretionary$252.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$252.4M
Discretionary$252.4M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--