WAMBOLT & ASSOCIATES, LLC
CRD #153454 SEC #801-71476 LITTLETON, CO 720-962-6700
SEC Registered
Total AUM
$586.8M
Discretionary
$586.8M
Employees
13
Clients
0
Accounts
1,898
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $586.8M | $586.8M | $0 | 13 | 0 |
| Mar 2024 | $564.7M | $548.2M | $16.6M | 16 | 0 |
| Mar 2023 | $419.3M | $407.1M | $12.3M | 13 | 2 |
| Nov 2022 | $453.8M | $438.9M | $15M | 14 | 0 |
| Mar 2022 | $453.8M | $438.9M | $15M | 14 | 0 |
| Jul 2021 | $327.6M | $327.6M | $0 | 10 | 8 |
| Apr 2021 | $327.6M | $327.6M | $0 | 10 | 8 |
| Mar 2021 | $327.6M | $327.6M | $0 | 10 | 8 |
| Jun 2020 | $276.3M | $276.3M | $0 | 10 | 15 |
| Mar 2020 | $276.3M | $276.3M | $0 | 10 | 15 |
| Jan 2020 | $199.3M | $199.3M | $0 | 12 | 2 |
| Jul 2019 | $199.3M | $199.3M | $0 | 12 | 2 |
| Jul 2019 | $199.3M | $199.3M | $0 | 12 | 2 |
| Jul 2019 | $199.3M | $199.3M | $0 | 12 | 2 |
| Jun 2019 | $199.3M | $199.3M | $0 | 12 | 2 |
| May 2019 | $199.3M | $199.3M | $0 | 12 | 2 |
| Apr 2019 | $199.3M | $199.3M | $0 | 12 | 2 |
| Mar 2019 | $199.3M | $199.3M | $0 | 12 | 2 |
| Oct 2018 | $190.9M | $190.3M | $540K | 9 | 0 |
| Mar 2018 | $190.9M | $190.3M | $540K | 9 | 0 |
| Jul 2017 | $141.4M | $140.9M | $435.1K | 7 | 236 |
| May 2017 | $141.4M | $140.9M | $435.1K | 7 | 236 |
| Mar 2017 | $141.4M | $140.9M | $435.1K | 7 | 236 |
| Aug 2016 | $125.4M | $123.9M | $1.5M | 8 | 180 |
| Jun 2016 | $125.4M | $123.9M | $1.5M | 8 | 180 |
| Feb 2016 | $125.4M | $123.9M | $1.5M | 8 | 180 |
| Mar 2015 | $119.8M | $118.2M | $1.6M | 8 | 200 |
| Apr 2014 | $102.1M | $98M | $4.1M | 4 | 200 |
| Mar 2014 | $102.1M | $98M | $4.1M | 4 | 200 |
| Nov 2013 | $98.6M | $97.5M | $1.2M | 4 | 341 |
| Nov 2013 | $98.6M | $97.5M | $1.2M | 4 | 341 |
| Jan 2013 | $98.6M | $97.5M | $1.2M | 4 | 341 |
| Aug 2012 | $94.3M | $70M | $24.3M | 1 | 132 |
| Aug 2012 | $94.3M | $70M | $24.3M | 1 | 132 |
| Aug 2012 | $94.3M | $70M | $24.3M | 1 | 132 |
| Mar 2012 | $94.3M | $70M | $24.3M | 1 | 132 |
| Jul 2011 | $70M | $61M | $9M | 5 | -- |
| Jun 2011 | $70M | $61M | $9M | 5 | -- |
| Nov 2010 | $66M | $58M | $8M | 5 | -- |
| Sep 2010 | $66M | $58M | $8M | 5 | -- |
| Sep 2010 | $66M | $58M | $8M | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$586.8M
Discretionary$586.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$564.7M
Discretionary$548.2M
Non-Disc.$16.6M
Employees16
Clients0
DateMar 2023
Total AUM$419.3M
Discretionary$407.1M
Non-Disc.$12.3M
Employees13
Clients2
DateNov 2022
Total AUM$453.8M
Discretionary$438.9M
Non-Disc.$15M
Employees14
Clients0
DateMar 2022
Total AUM$453.8M
Discretionary$438.9M
Non-Disc.$15M
Employees14
Clients0
DateJul 2021
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees10
Clients8
DateApr 2021
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees10
Clients8
DateMar 2021
Total AUM$327.6M
Discretionary$327.6M
Non-Disc.$0
Employees10
Clients8
DateJun 2020
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees10
Clients15
DateMar 2020
Total AUM$276.3M
Discretionary$276.3M
Non-Disc.$0
Employees10
Clients15
DateJan 2020
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateJul 2019
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateJul 2019
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateJul 2019
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateJun 2019
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateMay 2019
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateApr 2019
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateMar 2019
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees12
Clients2
DateOct 2018
Total AUM$190.9M
Discretionary$190.3M
Non-Disc.$540K
Employees9
Clients0
DateMar 2018
Total AUM$190.9M
Discretionary$190.3M
Non-Disc.$540K
Employees9
Clients0
DateJul 2017
Total AUM$141.4M
Discretionary$140.9M
Non-Disc.$435.1K
Employees7
Clients236
DateMay 2017
Total AUM$141.4M
Discretionary$140.9M
Non-Disc.$435.1K
Employees7
Clients236
DateMar 2017
Total AUM$141.4M
Discretionary$140.9M
Non-Disc.$435.1K
Employees7
Clients236
DateAug 2016
Total AUM$125.4M
Discretionary$123.9M
Non-Disc.$1.5M
Employees8
Clients180
DateJun 2016
Total AUM$125.4M
Discretionary$123.9M
Non-Disc.$1.5M
Employees8
Clients180
DateFeb 2016
Total AUM$125.4M
Discretionary$123.9M
Non-Disc.$1.5M
Employees8
Clients180
DateMar 2015
Total AUM$119.8M
Discretionary$118.2M
Non-Disc.$1.6M
Employees8
Clients200
DateApr 2014
Total AUM$102.1M
Discretionary$98M
Non-Disc.$4.1M
Employees4
Clients200
DateMar 2014
Total AUM$102.1M
Discretionary$98M
Non-Disc.$4.1M
Employees4
Clients200
DateNov 2013
Total AUM$98.6M
Discretionary$97.5M
Non-Disc.$1.2M
Employees4
Clients341
DateNov 2013
Total AUM$98.6M
Discretionary$97.5M
Non-Disc.$1.2M
Employees4
Clients341
DateJan 2013
Total AUM$98.6M
Discretionary$97.5M
Non-Disc.$1.2M
Employees4
Clients341
DateAug 2012
Total AUM$94.3M
Discretionary$70M
Non-Disc.$24.3M
Employees1
Clients132
DateAug 2012
Total AUM$94.3M
Discretionary$70M
Non-Disc.$24.3M
Employees1
Clients132
DateAug 2012
Total AUM$94.3M
Discretionary$70M
Non-Disc.$24.3M
Employees1
Clients132
DateMar 2012
Total AUM$94.3M
Discretionary$70M
Non-Disc.$24.3M
Employees1
Clients132
DateJul 2011
Total AUM$70M
Discretionary$61M
Non-Disc.$9M
Employees5
Clients--
DateJun 2011
Total AUM$70M
Discretionary$61M
Non-Disc.$9M
Employees5
Clients--
DateNov 2010
Total AUM$66M
Discretionary$58M
Non-Disc.$8M
Employees5
Clients--
DateSep 2010
Total AUM$66M
Discretionary$58M
Non-Disc.$8M
Employees5
Clients--
DateSep 2010
Total AUM$66M
Discretionary$58M
Non-Disc.$8M
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--