ETICO WEALTH MANAGEMENT LLC
CRD #151046 SEC #801-70445 SARATOGA SPRINGS, NY 800-433-0422 X.114
SEC Registered Disclosures
Total AUM
$225.5K
Discretionary
$0
Employees
2
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $225.5K | $0 | $225.5K | 2 | 0 |
| Mar 2023 | $90.6M | $68.7M | $21.8M | 11 | 0 |
| Sep 2022 | $132M | $107.5M | $24.4M | 13 | 1 |
| Jul 2022 | $132M | $107.5M | $24.4M | 13 | 1 |
| May 2022 | $132M | $107.5M | $24.4M | 13 | 1 |
| Mar 2022 | $132M | $107.5M | $24.4M | 13 | 1 |
| Jan 2022 | $123.2M | $93.1M | $30.1M | 12 | 1 |
| Nov 2021 | $123.2M | $93.1M | $30.1M | 12 | 1 |
| Aug 2021 | $123.2M | $93.1M | $30.1M | 12 | 1 |
| Jun 2021 | $123.2M | $93.1M | $30.1M | 12 | 1 |
| May 2021 | $123.2M | $93.1M | $30.1M | 12 | 1 |
| Apr 2021 | $123.2M | $93.1M | $30.1M | 12 | 1 |
| Mar 2021 | $123.2M | $93.1M | $30.1M | 12 | 1 |
| Feb 2021 | $80M | $46.6M | $33.4M | 13 | 0 |
| Nov 2020 | $80M | $46.6M | $33.4M | 13 | 0 |
| Oct 2020 | $80M | $46.6M | $33.4M | 13 | 0 |
| Aug 2020 | $80M | $46.6M | $33.4M | 13 | 0 |
| Jun 2020 | $80M | $46.6M | $33.4M | 13 | 0 |
| Jun 2020 | $80M | $46.6M | $33.4M | 13 | 0 |
| Mar 2020 | $80M | $46.6M | $33.4M | 13 | 0 |
| Dec 2019 | $68.1M | $39.2M | $28.9M | 13 | 2 |
| Oct 2019 | $68.1M | $39.2M | $28.9M | 13 | 2 |
| Jun 2019 | $68.1M | $39.2M | $28.9M | 13 | 2 |
| May 2019 | $68.1M | $39.2M | $28.9M | 13 | 2 |
| Mar 2019 | $68.1M | $39.2M | $28.9M | 13 | 2 |
| Jan 2019 | $30.3M | $30.3M | $0 | 10 | 1 |
| Aug 2018 | $30.3M | $30.3M | $0 | 10 | 1 |
| Aug 2018 | $30.3M | $30.3M | $0 | 10 | 1 |
| Aug 2018 | $30.3M | $30.3M | $0 | 10 | 1 |
| May 2018 | $30.3M | $30.3M | $0 | 10 | 1 |
| Mar 2018 | $30.3M | $30.3M | $0 | 10 | 1 |
| Feb 2018 | $82.2M | $56.2M | $26.1M | 15 | 0 |
| Feb 2018 | $82.2M | $56.2M | $26.1M | 15 | 0 |
| Mar 2017 | $82.2M | $56.2M | $26.1M | 15 | 400 |
| Mar 2017 | $82.2M | $56.2M | $26.1M | 15 | 400 |
| Mar 2017 | $82.2M | $56.2M | $26.1M | 15 | 400 |
| Jan 2017 | $65M | $46M | $19M | 12 | 300 |
| May 2016 | $65M | $46M | $19M | 12 | 300 |
| Apr 2016 | $65M | $46M | $19M | 12 | 300 |
| Feb 2016 | $65M | $46M | $19M | 12 | 300 |
| Nov 2015 | $67.8M | $45.3M | $22.5M | 14 | 400 |
| Nov 2015 | $67.8M | $45.3M | $22.5M | 14 | 400 |
| May 2015 | $67.8M | $45.3M | $22.5M | 14 | 400 |
| Jan 2015 | $67.8M | $45.3M | $22.5M | 14 | 400 |
| Nov 2014 | $103.3M | $55M | $48.3M | 14 | 400 |
| Jun 2014 | $103.3M | $55M | $48.3M | 14 | 400 |
| May 2014 | $103.3M | $55M | $48.3M | 14 | 400 |
| Apr 2014 | $103.3M | $55M | $48.3M | 14 | 400 |
| Mar 2014 | $103.3M | $55M | $48.3M | 14 | 400 |
| Mar 2014 | $103.3M | $55M | $48.3M | 14 | 400 |
| Mar 2014 | $103.3M | $55M | $48.3M | 14 | 400 |
| Feb 2014 | $123.1M | $74.3M | $48.8M | 10 | 1,000 |
| Nov 2013 | $123.1M | $74.3M | $48.8M | 10 | 1,000 |
| Oct 2013 | $123.1M | $74.3M | $48.8M | 10 | 1,000 |
| Mar 2013 | $123.1M | $74.3M | $48.8M | 10 | 1,000 |
| Nov 2012 | $91.7M | $45.6M | $46.1M | 15 | 1,900 |
| Feb 2012 | $91.7M | $45.6M | $46.1M | 11 | 1,900 |
| Jun 2011 | $103.5M | $46.6M | $56.9M | -- | -- |
| Jun 2011 | $103.5M | $46.6M | $56.9M | -- | -- |
| Jun 2011 | $103.5M | $46.6M | $56.9M | -- | -- |
| May 2011 | $103.5M | $46.6M | $56.9M | -- | -- |
| Apr 2011 | $103.5M | $46.6M | $56.9M | -- | -- |
| Mar 2011 | $103.5M | $46.6M | $56.9M | -- | -- |
| Jan 2011 | $39M | $39M | $0 | 5 | -- |
| Dec 2010 | $39M | $39M | $0 | 5 | -- |
| Sep 2010 | $39M | $39M | $0 | 5 | -- |
| Aug 2010 | $39M | $39M | $0 | 5 | -- |
DateOct 2023
Total AUM$225.5K
Discretionary$0
Non-Disc.$225.5K
Employees2
Clients0
DateMar 2023
Total AUM$90.6M
Discretionary$68.7M
Non-Disc.$21.8M
Employees11
Clients0
DateSep 2022
Total AUM$132M
Discretionary$107.5M
Non-Disc.$24.4M
Employees13
Clients1
DateJul 2022
Total AUM$132M
Discretionary$107.5M
Non-Disc.$24.4M
Employees13
Clients1
DateMay 2022
Total AUM$132M
Discretionary$107.5M
Non-Disc.$24.4M
Employees13
Clients1
DateMar 2022
Total AUM$132M
Discretionary$107.5M
Non-Disc.$24.4M
Employees13
Clients1
DateJan 2022
Total AUM$123.2M
Discretionary$93.1M
Non-Disc.$30.1M
Employees12
Clients1
DateNov 2021
Total AUM$123.2M
Discretionary$93.1M
Non-Disc.$30.1M
Employees12
Clients1
DateAug 2021
Total AUM$123.2M
Discretionary$93.1M
Non-Disc.$30.1M
Employees12
Clients1
DateJun 2021
Total AUM$123.2M
Discretionary$93.1M
Non-Disc.$30.1M
Employees12
Clients1
DateMay 2021
Total AUM$123.2M
Discretionary$93.1M
Non-Disc.$30.1M
Employees12
Clients1
DateApr 2021
Total AUM$123.2M
Discretionary$93.1M
Non-Disc.$30.1M
Employees12
Clients1
DateMar 2021
Total AUM$123.2M
Discretionary$93.1M
Non-Disc.$30.1M
Employees12
Clients1
DateFeb 2021
Total AUM$80M
Discretionary$46.6M
Non-Disc.$33.4M
Employees13
Clients0
DateNov 2020
Total AUM$80M
Discretionary$46.6M
Non-Disc.$33.4M
Employees13
Clients0
DateOct 2020
Total AUM$80M
Discretionary$46.6M
Non-Disc.$33.4M
Employees13
Clients0
DateAug 2020
Total AUM$80M
Discretionary$46.6M
Non-Disc.$33.4M
Employees13
Clients0
DateJun 2020
Total AUM$80M
Discretionary$46.6M
Non-Disc.$33.4M
Employees13
Clients0
DateJun 2020
Total AUM$80M
Discretionary$46.6M
Non-Disc.$33.4M
Employees13
Clients0
DateMar 2020
Total AUM$80M
Discretionary$46.6M
Non-Disc.$33.4M
Employees13
Clients0
DateDec 2019
Total AUM$68.1M
Discretionary$39.2M
Non-Disc.$28.9M
Employees13
Clients2
DateOct 2019
Total AUM$68.1M
Discretionary$39.2M
Non-Disc.$28.9M
Employees13
Clients2
DateJun 2019
Total AUM$68.1M
Discretionary$39.2M
Non-Disc.$28.9M
Employees13
Clients2
DateMay 2019
Total AUM$68.1M
Discretionary$39.2M
Non-Disc.$28.9M
Employees13
Clients2
DateMar 2019
Total AUM$68.1M
Discretionary$39.2M
Non-Disc.$28.9M
Employees13
Clients2
DateJan 2019
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients1
DateAug 2018
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients1
DateAug 2018
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients1
DateAug 2018
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients1
DateMay 2018
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients1
DateMar 2018
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees10
Clients1
DateFeb 2018
Total AUM$82.2M
Discretionary$56.2M
Non-Disc.$26.1M
Employees15
Clients0
DateFeb 2018
Total AUM$82.2M
Discretionary$56.2M
Non-Disc.$26.1M
Employees15
Clients0
DateMar 2017
Total AUM$82.2M
Discretionary$56.2M
Non-Disc.$26.1M
Employees15
Clients400
DateMar 2017
Total AUM$82.2M
Discretionary$56.2M
Non-Disc.$26.1M
Employees15
Clients400
DateMar 2017
Total AUM$82.2M
Discretionary$56.2M
Non-Disc.$26.1M
Employees15
Clients400
DateJan 2017
Total AUM$65M
Discretionary$46M
Non-Disc.$19M
Employees12
Clients300
DateMay 2016
Total AUM$65M
Discretionary$46M
Non-Disc.$19M
Employees12
Clients300
DateApr 2016
Total AUM$65M
Discretionary$46M
Non-Disc.$19M
Employees12
Clients300
DateFeb 2016
Total AUM$65M
Discretionary$46M
Non-Disc.$19M
Employees12
Clients300
DateNov 2015
Total AUM$67.8M
Discretionary$45.3M
Non-Disc.$22.5M
Employees14
Clients400
DateNov 2015
Total AUM$67.8M
Discretionary$45.3M
Non-Disc.$22.5M
Employees14
Clients400
DateMay 2015
Total AUM$67.8M
Discretionary$45.3M
Non-Disc.$22.5M
Employees14
Clients400
DateJan 2015
Total AUM$67.8M
Discretionary$45.3M
Non-Disc.$22.5M
Employees14
Clients400
DateNov 2014
Total AUM$103.3M
Discretionary$55M
Non-Disc.$48.3M
Employees14
Clients400
DateJun 2014
Total AUM$103.3M
Discretionary$55M
Non-Disc.$48.3M
Employees14
Clients400
DateMay 2014
Total AUM$103.3M
Discretionary$55M
Non-Disc.$48.3M
Employees14
Clients400
DateApr 2014
Total AUM$103.3M
Discretionary$55M
Non-Disc.$48.3M
Employees14
Clients400
DateMar 2014
Total AUM$103.3M
Discretionary$55M
Non-Disc.$48.3M
Employees14
Clients400
DateMar 2014
Total AUM$103.3M
Discretionary$55M
Non-Disc.$48.3M
Employees14
Clients400
DateMar 2014
Total AUM$103.3M
Discretionary$55M
Non-Disc.$48.3M
Employees14
Clients400
DateFeb 2014
Total AUM$123.1M
Discretionary$74.3M
Non-Disc.$48.8M
Employees10
Clients1,000
DateNov 2013
Total AUM$123.1M
Discretionary$74.3M
Non-Disc.$48.8M
Employees10
Clients1,000
DateOct 2013
Total AUM$123.1M
Discretionary$74.3M
Non-Disc.$48.8M
Employees10
Clients1,000
DateMar 2013
Total AUM$123.1M
Discretionary$74.3M
Non-Disc.$48.8M
Employees10
Clients1,000
DateNov 2012
Total AUM$91.7M
Discretionary$45.6M
Non-Disc.$46.1M
Employees15
Clients1,900
DateFeb 2012
Total AUM$91.7M
Discretionary$45.6M
Non-Disc.$46.1M
Employees11
Clients1,900
DateJun 2011
Total AUM$103.5M
Discretionary$46.6M
Non-Disc.$56.9M
Employees--
Clients--
DateJun 2011
Total AUM$103.5M
Discretionary$46.6M
Non-Disc.$56.9M
Employees--
Clients--
DateJun 2011
Total AUM$103.5M
Discretionary$46.6M
Non-Disc.$56.9M
Employees--
Clients--
DateMay 2011
Total AUM$103.5M
Discretionary$46.6M
Non-Disc.$56.9M
Employees--
Clients--
DateApr 2011
Total AUM$103.5M
Discretionary$46.6M
Non-Disc.$56.9M
Employees--
Clients--
DateMar 2011
Total AUM$103.5M
Discretionary$46.6M
Non-Disc.$56.9M
Employees--
Clients--
DateJan 2011
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees5
Clients--