PARENTEBEARD WEALTH MANAGEMENT LLC
CRD #152072 SEC #801-70783 YORK, PA 717-846-6214
SEC Registered Disclosures
Total AUM
$593.7M
Discretionary
$587.2M
Employees
11
Clients
251
Accounts
621
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $767.6M | $761M | $6.6M | 26 | 600 |
| Apr 2013 | $669.4M | $663M | $6.4M | 23 | 600 |
| Mar 2012 | $593.7M | $587.2M | $6.5M | 11 | 600 |
| Mar 2011 | $574.7M | $566.9M | $7.7M | -- | -- |
| Mar 2010 | $528.8M | $520.7M | $8.1M | -- | -- |
| Oct 2009 | $522.8M | $515.4M | $7.4M | -- | -- |
DateMar 2014
Total AUM$767.6M
Discretionary$761M
Non-Disc.$6.6M
Employees26
Clients600
DateApr 2013
Total AUM$669.4M
Discretionary$663M
Non-Disc.$6.4M
Employees23
Clients600
DateMar 2012
Total AUM$593.7M
Discretionary$587.2M
Non-Disc.$6.5M
Employees11
Clients600
DateMar 2011
Total AUM$574.7M
Discretionary$566.9M
Non-Disc.$7.7M
Employees--
Clients--
DateMar 2010
Total AUM$528.8M
Discretionary$520.7M
Non-Disc.$8.1M
Employees--
Clients--
DateOct 2009
Total AUM$522.8M
Discretionary$515.4M
Non-Disc.$7.4M
Employees--
Clients--