LABRUM WEALTH MANAGEMENT, LLC
CRD #150734 SEC #801-70378 CARLSBAD, CA (760) 707-5555
SEC Registered
Total AUM
$294.7M
Discretionary
$294.7M
Employees
11
Clients
101
Accounts
815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2018 | $294.7M | $294.7M | $0 | 11 | 854 |
| Oct 2018 | $294.7M | $294.7M | $0 | 11 | 854 |
| Mar 2018 | $294.7M | $294.7M | $0 | 11 | 854 |
| Sep 2017 | $270.6M | $270.6M | $0 | 13 | 600 |
| Jul 2017 | $270.6M | $270.6M | $0 | 13 | 600 |
| Apr 2017 | $270.6M | $270.6M | $0 | 13 | 600 |
| Feb 2017 | $270.6M | $270.6M | $0 | 10 | 600 |
| Sep 2016 | $189.6M | $189.6M | $0 | 10 | 545 |
| Mar 2016 | $189.6M | $189.6M | $0 | 10 | 545 |
| Jul 2015 | $186.6M | $186.6M | $0 | 9 | 504 |
| Mar 2015 | $186.6M | $186.6M | $0 | 8 | 504 |
| Feb 2015 | $186.6M | $186.6M | $0 | 8 | 504 |
| Sep 2014 | $214.4M | $162.8M | $51.6M | 12 | 475 |
| Aug 2014 | $214.4M | $162.8M | $51.6M | 12 | 475 |
| Aug 2014 | $214.4M | $162.8M | $51.6M | 12 | 475 |
| Jul 2014 | $214.4M | $162.8M | $51.6M | 12 | 475 |
| Jun 2014 | $214.4M | $162.8M | $51.6M | 11 | 475 |
| Apr 2014 | $214.4M | $162.8M | $51.6M | 10 | 475 |
| Apr 2014 | $214.4M | $162.8M | $51.6M | 12 | 475 |
| Mar 2014 | $214.4M | $162.8M | $51.6M | 12 | 475 |
| Feb 2014 | $214.4M | $162.8M | $51.6M | 12 | 475 |
| Dec 2013 | $234M | $185M | $49M | 9 | 450 |
| Oct 2013 | $234M | $185M | $49M | 9 | 450 |
| Sep 2013 | $234M | $185M | $49M | 9 | 450 |
| Mar 2013 | $217M | $176.8M | $40.2M | 9 | 450 |
| Feb 2013 | $217M | $176.8M | $40.2M | 9 | 450 |
| Sep 2012 | $192.8M | $155.2M | $37.6M | 1 | 400 |
| Sep 2012 | $205.7M | $195.4M | $10.3M | 1 | 400 |
| Jul 2012 | $205.7M | $195.4M | $10.3M | 1 | 400 |
| May 2012 | $205.7M | $195.4M | $10.3M | 1 | 400 |
| Mar 2012 | $205.7M | $195.4M | $10.3M | 1 | 400 |
| Aug 2011 | $221.1M | $208.7M | $12.4M | 5 | -- |
| May 2011 | $221.1M | $208.7M | $12.4M | 5 | -- |
| Mar 2011 | $221.1M | $208.7M | $12.4M | 5 | -- |
| Jan 2011 | $119M | $113M | $5.9M | 5 | -- |
| Mar 2010 | $119M | $113M | $5.9M | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateDec 2018
Total AUM$294.7M
Discretionary$294.7M
Non-Disc.$0
Employees11
Clients854
DateOct 2018
Total AUM$294.7M
Discretionary$294.7M
Non-Disc.$0
Employees11
Clients854
DateMar 2018
Total AUM$294.7M
Discretionary$294.7M
Non-Disc.$0
Employees11
Clients854
DateSep 2017
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees13
Clients600
DateJul 2017
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees13
Clients600
DateApr 2017
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees13
Clients600
DateFeb 2017
Total AUM$270.6M
Discretionary$270.6M
Non-Disc.$0
Employees10
Clients600
DateSep 2016
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees10
Clients545
DateMar 2016
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees10
Clients545
DateJul 2015
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees9
Clients504
DateMar 2015
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees8
Clients504
DateFeb 2015
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees8
Clients504
DateSep 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees12
Clients475
DateAug 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees12
Clients475
DateAug 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees12
Clients475
DateJul 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees12
Clients475
DateJun 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees11
Clients475
DateApr 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees10
Clients475
DateApr 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees12
Clients475
DateMar 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees12
Clients475
DateFeb 2014
Total AUM$214.4M
Discretionary$162.8M
Non-Disc.$51.6M
Employees12
Clients475
DateDec 2013
Total AUM$234M
Discretionary$185M
Non-Disc.$49M
Employees9
Clients450
DateOct 2013
Total AUM$234M
Discretionary$185M
Non-Disc.$49M
Employees9
Clients450
DateSep 2013
Total AUM$234M
Discretionary$185M
Non-Disc.$49M
Employees9
Clients450
DateMar 2013
Total AUM$217M
Discretionary$176.8M
Non-Disc.$40.2M
Employees9
Clients450
DateFeb 2013
Total AUM$217M
Discretionary$176.8M
Non-Disc.$40.2M
Employees9
Clients450
DateSep 2012
Total AUM$192.8M
Discretionary$155.2M
Non-Disc.$37.6M
Employees1
Clients400
DateSep 2012
Total AUM$205.7M
Discretionary$195.4M
Non-Disc.$10.3M
Employees1
Clients400
DateJul 2012
Total AUM$205.7M
Discretionary$195.4M
Non-Disc.$10.3M
Employees1
Clients400
DateMay 2012
Total AUM$205.7M
Discretionary$195.4M
Non-Disc.$10.3M
Employees1
Clients400
DateMar 2012
Total AUM$205.7M
Discretionary$195.4M
Non-Disc.$10.3M
Employees1
Clients400
DateAug 2011
Total AUM$221.1M
Discretionary$208.7M
Non-Disc.$12.4M
Employees5
Clients--
DateMay 2011
Total AUM$221.1M
Discretionary$208.7M
Non-Disc.$12.4M
Employees5
Clients--
DateMar 2011
Total AUM$221.1M
Discretionary$208.7M
Non-Disc.$12.4M
Employees5
Clients--
DateJan 2011
Total AUM$119M
Discretionary$113M
Non-Disc.$5.9M
Employees5
Clients--
DateMar 2010
Total AUM$119M
Discretionary$113M
Non-Disc.$5.9M
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--