MANAGEMENT ACTIVITIES
Legal name: MA WEALTH MANAGEMENT
CRD #151726 SEC #801-70700 LONG BEACH, CA 562-437-5359
SEC Registered
Total AUM
$53.2M
Discretionary
$53.2M
Employees
1
Clients
1
Accounts
52
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $53.2M | $53.2M | $0 | 1 | 1 |
| May 2012 | $53.2M | $53.2M | $0 | 1 | 1 |
| Apr 2012 | $57.6M | $50M | $7.6M | 1 | 1 |
| Apr 2012 | $57.6M | $50M | $7.6M | 1 | 1 |
| Feb 2012 | $57.6M | $50M | $7.6M | 1 | 1 |
| Apr 2011 | $55.9M | $55.9M | $0 | 5 | -- |
| Oct 2010 | $55.9M | $55.9M | $0 | 5 | -- |
| Sep 2010 | $38.5M | $38.5M | $0 | 5 | -- |
| Mar 2010 | $31M | $31M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateMay 2012
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees1
Clients1
DateMay 2012
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees1
Clients1
DateApr 2012
Total AUM$57.6M
Discretionary$50M
Non-Disc.$7.6M
Employees1
Clients1
DateApr 2012
Total AUM$57.6M
Discretionary$50M
Non-Disc.$7.6M
Employees1
Clients1
DateFeb 2012
Total AUM$57.6M
Discretionary$50M
Non-Disc.$7.6M
Employees1
Clients1
DateApr 2011
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$55.9M
Discretionary$55.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--