NORTHLINE WEALTH MANAGEMENT LLC
CRD #150422 SEC #801-107657 BEND, OR 888-407-5463
SEC Registered
Total AUM
$210.5M
Discretionary
$186.1M
Employees
6
Clients
0
Accounts
642
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $210.5M | $186.1M | $24.5M | 6 | 0 |
| Mar 2023 | $210.5M | $186.1M | $24.5M | 6 | 0 |
| Jul 2022 | $252.7M | $234.2M | $18.5M | 6 | 0 |
| Jun 2022 | $252.7M | $234.2M | $18.5M | 6 | 0 |
| Mar 2022 | $252.7M | $234.2M | $18.5M | 6 | 0 |
| Mar 2021 | $204.1M | $188.3M | $15.8M | 6 | 0 |
| Jul 2020 | $146.2M | $130.8M | $15.4M | 6 | 0 |
| Mar 2020 | $146.2M | $130.8M | $15.4M | 6 | 0 |
| Mar 2019 | $149.7M | $137.8M | $11.9M | 6 | 0 |
| Mar 2018 | $134M | $123.1M | $10.9M | 6 | 0 |
| Mar 2017 | $127.5M | $115.2M | $12.3M | 6 | 112 |
| Apr 2016 | $118.5M | $107.9M | $10.6M | 6 | 112 |
| Mar 2016 | $118.5M | $107.9M | $10.6M | 6 | 112 |
| Jun 2012 | $43M | $42.3M | $700.5K | 1 | 26 |
| Jun 2012 | $43M | $42.3M | $700.5K | 1 | 26 |
| Jun 2012 | $43M | $42.3M | $700.5K | 1 | 26 |
| May 2012 | $43M | $42.3M | $700.5K | 1 | 26 |
| Apr 2012 | $43M | $42.3M | $700.5K | 1 | 26 |
| Mar 2012 | $43M | $42.3M | $700.5K | 1 | 26 |
| Mar 2011 | $39M | $39M | $0 | 5 | -- |
| Oct 2009 | $28.2M | $28.2M | $0 | 5 | -- |
DateMay 2023
Total AUM$210.5M
Discretionary$186.1M
Non-Disc.$24.5M
Employees6
Clients0
DateMar 2023
Total AUM$210.5M
Discretionary$186.1M
Non-Disc.$24.5M
Employees6
Clients0
DateJul 2022
Total AUM$252.7M
Discretionary$234.2M
Non-Disc.$18.5M
Employees6
Clients0
DateJun 2022
Total AUM$252.7M
Discretionary$234.2M
Non-Disc.$18.5M
Employees6
Clients0
DateMar 2022
Total AUM$252.7M
Discretionary$234.2M
Non-Disc.$18.5M
Employees6
Clients0
DateMar 2021
Total AUM$204.1M
Discretionary$188.3M
Non-Disc.$15.8M
Employees6
Clients0
DateJul 2020
Total AUM$146.2M
Discretionary$130.8M
Non-Disc.$15.4M
Employees6
Clients0
DateMar 2020
Total AUM$146.2M
Discretionary$130.8M
Non-Disc.$15.4M
Employees6
Clients0
DateMar 2019
Total AUM$149.7M
Discretionary$137.8M
Non-Disc.$11.9M
Employees6
Clients0
DateMar 2018
Total AUM$134M
Discretionary$123.1M
Non-Disc.$10.9M
Employees6
Clients0
DateMar 2017
Total AUM$127.5M
Discretionary$115.2M
Non-Disc.$12.3M
Employees6
Clients112
DateApr 2016
Total AUM$118.5M
Discretionary$107.9M
Non-Disc.$10.6M
Employees6
Clients112
DateMar 2016
Total AUM$118.5M
Discretionary$107.9M
Non-Disc.$10.6M
Employees6
Clients112
DateJun 2012
Total AUM$43M
Discretionary$42.3M
Non-Disc.$700.5K
Employees1
Clients26
DateJun 2012
Total AUM$43M
Discretionary$42.3M
Non-Disc.$700.5K
Employees1
Clients26
DateJun 2012
Total AUM$43M
Discretionary$42.3M
Non-Disc.$700.5K
Employees1
Clients26
DateMay 2012
Total AUM$43M
Discretionary$42.3M
Non-Disc.$700.5K
Employees1
Clients26
DateApr 2012
Total AUM$43M
Discretionary$42.3M
Non-Disc.$700.5K
Employees1
Clients26
DateMar 2012
Total AUM$43M
Discretionary$42.3M
Non-Disc.$700.5K
Employees1
Clients26
DateMar 2011
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients--