ALPINE WEALTH MANAGEMENT LLC
CRD #149463 SEC #801-69928 PALO ALTO, CA 650-351-7988
SEC Registered
Total AUM
$32.4M
Discretionary
$1.4M
Employees
1
Clients
11
Accounts
19
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2015 | $32.4M | $1.4M | $31M | 1 | 11 |
| Aug 2015 | $32.4M | $1.4M | $31M | 1 | 11 |
| Aug 2015 | $32.4M | $1.4M | $31M | 1 | 11 |
| Jul 2015 | $32.4M | $1.4M | $31M | 1 | 11 |
| Jun 2015 | $32.4M | $1.4M | $31M | 1 | 11 |
| Apr 2015 | $32.4M | $1.4M | $31M | 1 | 11 |
| Mar 2015 | $32.4M | $1.4M | $31M | 1 | 11 |
| Mar 2014 | $32.6M | $3.1M | $29.5M | 1 | 11 |
| Mar 2013 | $30.9M | $2.7M | $28.2M | 1 | 11 |
| Mar 2012 | $27M | $2M | $25M | 1 | 11 |
| Apr 2011 | $46M | $12M | $34M | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateSep 2015
Total AUM$32.4M
Discretionary$1.4M
Non-Disc.$31M
Employees1
Clients11
DateAug 2015
Total AUM$32.4M
Discretionary$1.4M
Non-Disc.$31M
Employees1
Clients11
DateAug 2015
Total AUM$32.4M
Discretionary$1.4M
Non-Disc.$31M
Employees1
Clients11
DateJul 2015
Total AUM$32.4M
Discretionary$1.4M
Non-Disc.$31M
Employees1
Clients11
DateJun 2015
Total AUM$32.4M
Discretionary$1.4M
Non-Disc.$31M
Employees1
Clients11
DateApr 2015
Total AUM$32.4M
Discretionary$1.4M
Non-Disc.$31M
Employees1
Clients11
DateMar 2015
Total AUM$32.4M
Discretionary$1.4M
Non-Disc.$31M
Employees1
Clients11
DateMar 2014
Total AUM$32.6M
Discretionary$3.1M
Non-Disc.$29.5M
Employees1
Clients11
DateMar 2013
Total AUM$30.9M
Discretionary$2.7M
Non-Disc.$28.2M
Employees1
Clients11
DateMar 2012
Total AUM$27M
Discretionary$2M
Non-Disc.$25M
Employees1
Clients11
DateApr 2011
Total AUM$46M
Discretionary$12M
Non-Disc.$34M
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--