SIENA WEALTH MANAGEMENT, INC.
CRD #146902 SEC #801-69178 SAN JOSE, CA 408-244-3800
SEC Registered
Total AUM
$234.7M
Discretionary
$0
Employees
5
Clients
0
Accounts
888
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $234.7M | $0 | $234.7M | 5 | 0 |
| Aug 2018 | $271.7M | $0 | $271.7M | 4 | 0 |
| Mar 2018 | $271.7M | $0 | $271.7M | 4 | 0 |
| Jul 2017 | $247.7M | $0 | $247.7M | 4 | 200 |
| Mar 2017 | $247.7M | $0 | $247.7M | 4 | 200 |
| Mar 2016 | $244.3M | $0 | $244.3M | 4 | 200 |
| Mar 2015 | $262.4M | $0 | $262.4M | 4 | 200 |
| Mar 2014 | $257.1M | $0 | $257.1M | 4 | 200 |
| Feb 2013 | $216.3M | $0 | $216.3M | 3 | 200 |
| Aug 2012 | $173.3M | $0 | $173.3M | 1 | 200 |
| Mar 2012 | $173.3M | $0 | $173.3M | 1 | 200 |
| Mar 2011 | $189.5M | $0 | $189.5M | 5 | -- |
DateMar 2019
Total AUM$234.7M
Discretionary$0
Non-Disc.$234.7M
Employees5
Clients0
DateAug 2018
Total AUM$271.7M
Discretionary$0
Non-Disc.$271.7M
Employees4
Clients0
DateMar 2018
Total AUM$271.7M
Discretionary$0
Non-Disc.$271.7M
Employees4
Clients0
DateJul 2017
Total AUM$247.7M
Discretionary$0
Non-Disc.$247.7M
Employees4
Clients200
DateMar 2017
Total AUM$247.7M
Discretionary$0
Non-Disc.$247.7M
Employees4
Clients200
DateMar 2016
Total AUM$244.3M
Discretionary$0
Non-Disc.$244.3M
Employees4
Clients200
DateMar 2015
Total AUM$262.4M
Discretionary$0
Non-Disc.$262.4M
Employees4
Clients200
DateMar 2014
Total AUM$257.1M
Discretionary$0
Non-Disc.$257.1M
Employees4
Clients200
DateFeb 2013
Total AUM$216.3M
Discretionary$0
Non-Disc.$216.3M
Employees3
Clients200
DateAug 2012
Total AUM$173.3M
Discretionary$0
Non-Disc.$173.3M
Employees1
Clients200
DateMar 2012
Total AUM$173.3M
Discretionary$0
Non-Disc.$173.3M
Employees1
Clients200
DateMar 2011
Total AUM$189.5M
Discretionary$0
Non-Disc.$189.5M
Employees5
Clients--