RIVER SOURCE WEALTH MANAGEMENT, LLC
CRD #150852 SEC #801-70474 WAYNESVILLE, NC 828-452-1288
SEC Registered
Total AUM
$235.6M
Discretionary
$187.6M
Employees
3
Clients
--
Accounts
1,273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $235.6M | $187.6M | $48M | 3 | 1,273 |
| Mar 2016 | $235.6M | $187.6M | $48M | 3 | 1,273 |
| Mar 2015 | $227.2M | $143.2M | $84M | 5 | 982 |
| Mar 2014 | $196.9M | $128.1M | $68.8M | 5 | 958 |
| Sep 2013 | $145.2M | $81.7M | $63.5M | 6 | 1,081 |
| Jul 2013 | $145.2M | $81.7M | $63.5M | 7 | 1,081 |
| Feb 2013 | $145.2M | $81.7M | $63.5M | 7 | 1,081 |
| Feb 2012 | $126.3M | $68.5M | $57.8M | 6 | 1,052 |
| Jan 2011 | $107.6M | $61.3M | $46.3M | 10 | -- |
| Nov 2010 | $105M | $60M | $45M | 10 | -- |
| Jan 2010 | $31M | $31M | $0 | 5 | -- |
| Oct 2009 | $31M | $31M | $0 | 5 | -- |
DateMar 2017
Total AUM$235.6M
Discretionary$187.6M
Non-Disc.$48M
Employees3
Clients1,273
DateMar 2016
Total AUM$235.6M
Discretionary$187.6M
Non-Disc.$48M
Employees3
Clients1,273
DateMar 2015
Total AUM$227.2M
Discretionary$143.2M
Non-Disc.$84M
Employees5
Clients982
DateMar 2014
Total AUM$196.9M
Discretionary$128.1M
Non-Disc.$68.8M
Employees5
Clients958
DateSep 2013
Total AUM$145.2M
Discretionary$81.7M
Non-Disc.$63.5M
Employees6
Clients1,081
DateJul 2013
Total AUM$145.2M
Discretionary$81.7M
Non-Disc.$63.5M
Employees7
Clients1,081
DateFeb 2013
Total AUM$145.2M
Discretionary$81.7M
Non-Disc.$63.5M
Employees7
Clients1,081
DateFeb 2012
Total AUM$126.3M
Discretionary$68.5M
Non-Disc.$57.8M
Employees6
Clients1,052
DateJan 2011
Total AUM$107.6M
Discretionary$61.3M
Non-Disc.$46.3M
Employees10
Clients--
DateNov 2010
Total AUM$105M
Discretionary$60M
Non-Disc.$45M
Employees10
Clients--
DateJan 2010
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--