CHESAPEAKE WEALTH MANAGEMENT LLC
Legal name: CHESAPEAKE WEALTH MANAGEMENT
CRD #150146 SEC #801-70123 LUTHERVILLE, MD 410-828-5533
SEC Registered
Total AUM
$136.7M
Discretionary
$0
Employees
1
Clients
0
Accounts
173
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2015 | $210M | $0 | $210M | 1 | 26 |
| Apr 2015 | $210M | $0 | $210M | 1 | 26 |
| Mar 2014 | $185M | $0 | $185M | 1 | 26 |
| Mar 2013 | $161M | $0 | $161M | 1 | 26 |
| Mar 2012 | $136.7M | $0 | $136.7M | 1 | 26 |
| May 2011 | $110M | $0 | $110M | 5 | -- |
| May 2011 | $110M | $0 | $110M | 5 | -- |
| Dec 2010 | $75M | $0 | $75M | 5 | -- |
| Oct 2009 | $50M | $0 | $50M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $50M | $0 | $50M | 5 | -- |
DateJun 2015
Total AUM$210M
Discretionary$0
Non-Disc.$210M
Employees1
Clients26
DateApr 2015
Total AUM$210M
Discretionary$0
Non-Disc.$210M
Employees1
Clients26
DateMar 2014
Total AUM$185M
Discretionary$0
Non-Disc.$185M
Employees1
Clients26
DateMar 2013
Total AUM$161M
Discretionary$0
Non-Disc.$161M
Employees1
Clients26
DateMar 2012
Total AUM$136.7M
Discretionary$0
Non-Disc.$136.7M
Employees1
Clients26
DateMay 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients--
DateMay 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees5
Clients--
DateDec 2010
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees5
Clients--
DateOct 2009
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--