MARTIN THOMAS WEALTH MANAGEMENT, LLC
Legal name: MARTIN THOMAS WEALTH MANAGEMENT
CRD #148465 SEC #801-69652 PALO ALTO, CA 650-617-8808
SEC Registered
Total AUM
$108.9M
Discretionary
$106.1M
Employees
5
Clients
10
Accounts
452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2010 | $108.9M | $106.1M | $2.9M | 5 | -- |
| May 2009 | $47.5M | $47.5M | $0 | 5 | -- |
| Feb 2009 | $47.5M | $47.5M | $0 | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
DateJan 2010
Total AUM$108.9M
Discretionary$106.1M
Non-Disc.$2.9M
Employees5
Clients--
DateMay 2009
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--