CUNNINGHAM WEALTH MANAGEMENT LLC
Legal name: CUNNINGHAM WEALTH MANAGEMENT
CRD #148023 SEC #801-69472 BROADVIEW HEIGHTS, OH 440-717-1350
SEC Registered
Total AUM
$39.8M
Discretionary
$7.8M
Employees
1
Clients
26
Accounts
178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $39.8M | $7.8M | $31.9M | 1 | 200 |
| Jun 2012 | $39.8M | $7.8M | $31.9M | 1 | 200 |
| Mar 2012 | $39.8M | $7.8M | $31.9M | 1 | 200 |
| Mar 2011 | $40.3M | $6.1M | $34.2M | 5 | -- |
| Mar 2009 | $29.1M | $5.8M | $23.3M | 5 | -- |
DateAug 2012
Total AUM$39.8M
Discretionary$7.8M
Non-Disc.$31.9M
Employees1
Clients200
DateJun 2012
Total AUM$39.8M
Discretionary$7.8M
Non-Disc.$31.9M
Employees1
Clients200
DateMar 2012
Total AUM$39.8M
Discretionary$7.8M
Non-Disc.$31.9M
Employees1
Clients200
DateMar 2011
Total AUM$40.3M
Discretionary$6.1M
Non-Disc.$34.2M
Employees5
Clients--
DateMar 2009
Total AUM$29.1M
Discretionary$5.8M
Non-Disc.$23.3M
Employees5
Clients--