WEALTH MANAGEMENT INTERNATIONAL, LTD.
CRD #153146 SEC #801-71159 PEORIA, AZ 623-875-5204
SEC Registered
Total AUM
$100.2M
Discretionary
$93.5M
Employees
9
Clients
101
Accounts
657
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2016 | $100.2M | $93.5M | $6.6M | 9 | 212 |
| Apr 2016 | $97M | $84.5M | $12.5M | 10 | 212 |
| Feb 2016 | $101.3M | $93.5M | $7.8M | 10 | 212 |
| Jan 2015 | $109.2M | $96M | $13.2M | 10 | 200 |
| Oct 2014 | $126.6M | $106.2M | $20.4M | 10 | 245 |
| May 2014 | $109.2M | $94.4M | $14.8M | 10 | 245 |
| May 2014 | $109.2M | $94.4M | $14.8M | 10 | 245 |
| May 2014 | $109.2M | $94.4M | $14.8M | 10 | 245 |
| Mar 2014 | $109.2M | $94.4M | $14.8M | 10 | 245 |
| Feb 2014 | $109.2M | $94.4M | $14.8M | 10 | 245 |
| Feb 2013 | $111.6M | $92.1M | $19.5M | 10 | 265 |
| Feb 2013 | $137.4M | $112.6M | $24.9M | 11 | 315 |
| Feb 2012 | $137.4M | $112.6M | $24.9M | 11 | 315 |
| Mar 2011 | $155.6M | $137M | $18.6M | -- | -- |
| Aug 2010 | $134.3M | $129.1M | $5.3M | -- | -- |
| Jul 2010 | $134.3M | $129.1M | $5.3M | -- | -- |
| Jun 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
| Mar 2010 | $0 | $0 | $0 | -- | -- |
| Mar 2010 | $0 | $0 | $0 | -- | -- |
DateSep 2016
Total AUM$100.2M
Discretionary$93.5M
Non-Disc.$6.6M
Employees9
Clients212
DateApr 2016
Total AUM$97M
Discretionary$84.5M
Non-Disc.$12.5M
Employees10
Clients212
DateFeb 2016
Total AUM$101.3M
Discretionary$93.5M
Non-Disc.$7.8M
Employees10
Clients212
DateJan 2015
Total AUM$109.2M
Discretionary$96M
Non-Disc.$13.2M
Employees10
Clients200
DateOct 2014
Total AUM$126.6M
Discretionary$106.2M
Non-Disc.$20.4M
Employees10
Clients245
DateMay 2014
Total AUM$109.2M
Discretionary$94.4M
Non-Disc.$14.8M
Employees10
Clients245
DateMay 2014
Total AUM$109.2M
Discretionary$94.4M
Non-Disc.$14.8M
Employees10
Clients245
DateMay 2014
Total AUM$109.2M
Discretionary$94.4M
Non-Disc.$14.8M
Employees10
Clients245
DateMar 2014
Total AUM$109.2M
Discretionary$94.4M
Non-Disc.$14.8M
Employees10
Clients245
DateFeb 2014
Total AUM$109.2M
Discretionary$94.4M
Non-Disc.$14.8M
Employees10
Clients245
DateFeb 2013
Total AUM$111.6M
Discretionary$92.1M
Non-Disc.$19.5M
Employees10
Clients265
DateFeb 2013
Total AUM$137.4M
Discretionary$112.6M
Non-Disc.$24.9M
Employees11
Clients315
DateFeb 2012
Total AUM$137.4M
Discretionary$112.6M
Non-Disc.$24.9M
Employees11
Clients315
DateMar 2011
Total AUM$155.6M
Discretionary$137M
Non-Disc.$18.6M
Employees--
Clients--
DateAug 2010
Total AUM$134.3M
Discretionary$129.1M
Non-Disc.$5.3M
Employees--
Clients--
DateJul 2010
Total AUM$134.3M
Discretionary$129.1M
Non-Disc.$5.3M
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--