PRECIPIO WEALTH MANAGEMENT LLC
CRD #150310 SEC #801-70369 MCLEAN, VA 703.773.2474
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2021 | $232.2M | $227M | $5.2M | 4 | 0 |
| Mar 2021 | $232.2M | $227M | $5.2M | 4 | 0 |
| Jun 2020 | $219.5M | $214.5M | $5.1M | 4 | 0 |
| Mar 2020 | $219.5M | $214.5M | $5.1M | 4 | 0 |
| Dec 2019 | $215.3M | $210.4M | $5M | 4 | 2 |
| Mar 2019 | $183.4M | $178.7M | $4.7M | 4 | 2 |
| Mar 2019 | $183.4M | $178.7M | $4.7M | 4 | 2 |
| Aug 2018 | $200.3M | $195.1M | $5.1M | 4 | 0 |
| Mar 2018 | $200.3M | $195.1M | $5.1M | 4 | 0 |
| Mar 2017 | $179.5M | $174.9M | $4.6M | 4 | 26 |
| Sep 2016 | $177.2M | $172.5M | $4.7M | 4 | 26 |
| May 2016 | $177.2M | $172.5M | $4.7M | 4 | 26 |
| Mar 2016 | $177.2M | $172.5M | $4.7M | 4 | 26 |
| Mar 2015 | $186.1M | $181M | $5M | 3 | 26 |
| Nov 2014 | $165.9M | $161.3M | $4.7M | 2 | 26 |
| Jul 2014 | $165.9M | $161.3M | $4.7M | 2 | 26 |
| Mar 2014 | $165.9M | $161.3M | $4.7M | 2 | 26 |
| Jan 2014 | $128.4M | $124M | $4.4M | 2 | 26 |
| Dec 2013 | $128.4M | $124M | $4.4M | 2 | 26 |
| Nov 2013 | $128.4M | $124M | $4.4M | 2 | 26 |
| Apr 2013 | $128.4M | $124M | $4.4M | 2 | 26 |
| Dec 2012 | $121.3M | $116.9M | $4.4M | 3 | 26 |
| Mar 2012 | $121.3M | $116.9M | $4.4M | 1 | 26 |
| Mar 2011 | $110.5M | $106.1M | $4.4M | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateDec 2021
Total AUM$232.2M
Discretionary$227M
Non-Disc.$5.2M
Employees4
Clients0
DateMar 2021
Total AUM$232.2M
Discretionary$227M
Non-Disc.$5.2M
Employees4
Clients0
DateJun 2020
Total AUM$219.5M
Discretionary$214.5M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2020
Total AUM$219.5M
Discretionary$214.5M
Non-Disc.$5.1M
Employees4
Clients0
DateDec 2019
Total AUM$215.3M
Discretionary$210.4M
Non-Disc.$5M
Employees4
Clients2
DateMar 2019
Total AUM$183.4M
Discretionary$178.7M
Non-Disc.$4.7M
Employees4
Clients2
DateMar 2019
Total AUM$183.4M
Discretionary$178.7M
Non-Disc.$4.7M
Employees4
Clients2
DateAug 2018
Total AUM$200.3M
Discretionary$195.1M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2018
Total AUM$200.3M
Discretionary$195.1M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2017
Total AUM$179.5M
Discretionary$174.9M
Non-Disc.$4.6M
Employees4
Clients26
DateSep 2016
Total AUM$177.2M
Discretionary$172.5M
Non-Disc.$4.7M
Employees4
Clients26
DateMay 2016
Total AUM$177.2M
Discretionary$172.5M
Non-Disc.$4.7M
Employees4
Clients26
DateMar 2016
Total AUM$177.2M
Discretionary$172.5M
Non-Disc.$4.7M
Employees4
Clients26
DateMar 2015
Total AUM$186.1M
Discretionary$181M
Non-Disc.$5M
Employees3
Clients26
DateNov 2014
Total AUM$165.9M
Discretionary$161.3M
Non-Disc.$4.7M
Employees2
Clients26
DateJul 2014
Total AUM$165.9M
Discretionary$161.3M
Non-Disc.$4.7M
Employees2
Clients26
DateMar 2014
Total AUM$165.9M
Discretionary$161.3M
Non-Disc.$4.7M
Employees2
Clients26
DateJan 2014
Total AUM$128.4M
Discretionary$124M
Non-Disc.$4.4M
Employees2
Clients26
DateDec 2013
Total AUM$128.4M
Discretionary$124M
Non-Disc.$4.4M
Employees2
Clients26
DateNov 2013
Total AUM$128.4M
Discretionary$124M
Non-Disc.$4.4M
Employees2
Clients26
DateApr 2013
Total AUM$128.4M
Discretionary$124M
Non-Disc.$4.4M
Employees2
Clients26
DateDec 2012
Total AUM$121.3M
Discretionary$116.9M
Non-Disc.$4.4M
Employees3
Clients26
DateMar 2012
Total AUM$121.3M
Discretionary$116.9M
Non-Disc.$4.4M
Employees1
Clients26
DateMar 2011
Total AUM$110.5M
Discretionary$106.1M
Non-Disc.$4.4M
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--