VOLT WEALTH MANAGEMENT, LLC
CRD #152837 SEC #801-71052 SAN DIEGO, CA 619-850-5952
SEC Registered
Total AUM
$37.3M
Discretionary
$6M
Employees
1
Clients
0
Accounts
38
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $37.3M | $6M | $31.3M | 1 | 11 |
| Jun 2012 | $37.3M | $6M | $31.3M | 1 | 11 |
| Jun 2012 | $37.3M | $6M | $31.3M | 1 | 11 |
| May 2012 | $37.3M | $6M | $31.3M | 1 | 11 |
| Mar 2012 | $37.3M | $6M | $31.3M | 1 | 11 |
| Jun 2011 | $38.5M | $5.2M | $33.3M | 5 | -- |
| Jun 2011 | $38.5M | $5.2M | $33.3M | 5 | -- |
| Jul 2010 | $28M | $3M | $25M | 5 | -- |
| Jun 2010 | $14.9M | $2.2M | $12.7M | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2012
Total AUM$37.3M
Discretionary$6M
Non-Disc.$31.3M
Employees1
Clients11
DateJun 2012
Total AUM$37.3M
Discretionary$6M
Non-Disc.$31.3M
Employees1
Clients11
DateJun 2012
Total AUM$37.3M
Discretionary$6M
Non-Disc.$31.3M
Employees1
Clients11
DateMay 2012
Total AUM$37.3M
Discretionary$6M
Non-Disc.$31.3M
Employees1
Clients11
DateMar 2012
Total AUM$37.3M
Discretionary$6M
Non-Disc.$31.3M
Employees1
Clients11
DateJun 2011
Total AUM$38.5M
Discretionary$5.2M
Non-Disc.$33.3M
Employees5
Clients--
DateJun 2011
Total AUM$38.5M
Discretionary$5.2M
Non-Disc.$33.3M
Employees5
Clients--
DateJul 2010
Total AUM$28M
Discretionary$3M
Non-Disc.$25M
Employees5
Clients--
DateJun 2010
Total AUM$14.9M
Discretionary$2.2M
Non-Disc.$12.7M
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--