HOLLOW BROOK WEALTH MANAGEMENT LLC
CRD #145521 SEC #801-68599 KATONAH, NY 212-364-1848
SEC Registered
Total AUM
$1.2B
Discretionary
$684.8M
Employees
15
Clients
51
Accounts
538
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $684.8M | $512.3M | 15 | 2 |
| Mar 2024 | $1B | $486.2M | $562.6M | 13 | 5 |
| May 2023 | $956.6M | $420.8M | $535.8M | 13 | 4 |
| Mar 2023 | $956.6M | $420.8M | $535.8M | 13 | 4 |
| Aug 2022 | $898.5M | $292.5M | $606M | 13 | 0 |
| Mar 2022 | $898.5M | $292.5M | $606M | 13 | 0 |
| Mar 2021 | $721.4M | $254.6M | $466.8M | 12 | 0 |
| Jun 2020 | $934.9M | $282.7M | $652.2M | 12 | 0 |
| Mar 2020 | $934.9M | $282.7M | $652.2M | 12 | 0 |
| Apr 2019 | $743.6M | $149.4M | $594.2M | 10 | 0 |
| Oct 2018 | $560M | $186M | $374M | 9 | 0 |
| Mar 2018 | $560M | $186M | $374M | 9 | 0 |
| Apr 2017 | $574M | $267M | $307M | 9 | 100 |
| Mar 2017 | $574M | $267M | $307M | 9 | 100 |
| Mar 2016 | $635M | $235M | $400M | 11 | 100 |
| Dec 2015 | $350M | $350M | $0 | 11 | 100 |
| Apr 2015 | $350M | $350M | $0 | 11 | 100 |
| Sep 2014 | $366M | $366M | $0 | 9 | 300 |
| Mar 2014 | $366M | $366M | $0 | 9 | 300 |
| Jan 2014 | $326.9M | $326.9M | $0 | 9 | 300 |
| Mar 2013 | $326.9M | $326.9M | $0 | 9 | 300 |
| Mar 2012 | $1.7B | $378M | $1.3B | 6 | 300 |
| Sep 2011 | $425M | $425M | $0 | 10 | -- |
| Aug 2011 | $425M | $425M | $0 | 10 | -- |
| Jun 2011 | $403M | $403M | $0 | 10 | -- |
| Apr 2011 | $327.6M | $327.6M | $0 | 10 | -- |
| Mar 2011 | $327.6M | $327.6M | $0 | 10 | -- |
| Nov 2010 | $277M | $277M | $0 | 10 | -- |
| Oct 2010 | $277M | $277M | $0 | 10 | -- |
| Feb 2010 | $277M | $277M | $0 | 5 | -- |
| Mar 2009 | $232.1M | $232.1M | $0 | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$684.8M
Non-Disc.$512.3M
Employees15
Clients2
DateMar 2024
Total AUM$1B
Discretionary$486.2M
Non-Disc.$562.6M
Employees13
Clients5
DateMay 2023
Total AUM$956.6M
Discretionary$420.8M
Non-Disc.$535.8M
Employees13
Clients4
DateMar 2023
Total AUM$956.6M
Discretionary$420.8M
Non-Disc.$535.8M
Employees13
Clients4
DateAug 2022
Total AUM$898.5M
Discretionary$292.5M
Non-Disc.$606M
Employees13
Clients0
DateMar 2022
Total AUM$898.5M
Discretionary$292.5M
Non-Disc.$606M
Employees13
Clients0
DateMar 2021
Total AUM$721.4M
Discretionary$254.6M
Non-Disc.$466.8M
Employees12
Clients0
DateJun 2020
Total AUM$934.9M
Discretionary$282.7M
Non-Disc.$652.2M
Employees12
Clients0
DateMar 2020
Total AUM$934.9M
Discretionary$282.7M
Non-Disc.$652.2M
Employees12
Clients0
DateApr 2019
Total AUM$743.6M
Discretionary$149.4M
Non-Disc.$594.2M
Employees10
Clients0
DateOct 2018
Total AUM$560M
Discretionary$186M
Non-Disc.$374M
Employees9
Clients0
DateMar 2018
Total AUM$560M
Discretionary$186M
Non-Disc.$374M
Employees9
Clients0
DateApr 2017
Total AUM$574M
Discretionary$267M
Non-Disc.$307M
Employees9
Clients100
DateMar 2017
Total AUM$574M
Discretionary$267M
Non-Disc.$307M
Employees9
Clients100
DateMar 2016
Total AUM$635M
Discretionary$235M
Non-Disc.$400M
Employees11
Clients100
DateDec 2015
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees11
Clients100
DateApr 2015
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees11
Clients100
DateSep 2014
Total AUM$366M
Discretionary$366M
Non-Disc.$0
Employees9
Clients300
DateMar 2014
Total AUM$366M
Discretionary$366M
Non-Disc.$0
Employees9
Clients300
DateJan 2014
Total AUM$326.9M
Discretionary$326.9M
Non-Disc.$0
Employees9
Clients300
DateMar 2013
Total AUM$326.9M
Discretionary$326.9M
Non-Disc.$0
Employees9
Clients300
DateMar 2012
Total AUM$1.7B
Discretionary$378M
Non-Disc.$1.3B
Employees6
Clients300
DateSep 2011
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees10
Clients--
DateFeb 2010
Total AUM$277M
Discretionary$277M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$232.1M
Discretionary$232.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--