AVERY WEALTH, INC.
CRD #147943 SEC #801-120078 JACKSON, MI 517-783-1695
SEC Registered
Total AUM
$201.7M
Discretionary
$201.7M
Employees
5
Clients
251
Accounts
1,040
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $201.7M | $201.7M | $0 | 5 | 0 |
| Sep 2023 | $183.3M | $183.3M | $0 | 5 | 0 |
| Mar 2023 | $183.3M | $183.3M | $0 | 5 | 0 |
| Oct 2022 | $180.3M | $180M | $281.7K | 4 | 321 |
| Mar 2022 | $180.3M | $180M | $281.7K | 2 | 321 |
| Apr 2021 | $167M | $165M | $2M | 2 | 321 |
| Dec 2020 | $146.7M | $144.4M | $2.3M | 1 | 308 |
DateMar 2024
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$183.3M
Discretionary$183.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$183.3M
Discretionary$183.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$180.3M
Discretionary$180M
Non-Disc.$281.7K
Employees4
Clients321
DateMar 2022
Total AUM$180.3M
Discretionary$180M
Non-Disc.$281.7K
Employees2
Clients321
DateApr 2021
Total AUM$167M
Discretionary$165M
Non-Disc.$2M
Employees2
Clients321
DateDec 2020
Total AUM$146.7M
Discretionary$144.4M
Non-Disc.$2.3M
Employees1
Clients308