WHEATON WEALTH PARTNERS, LLC
CRD #153638 SEC #801-73106 WHEATON, IL 630-221-9222
SEC Registered
Total AUM
$77.7M
Discretionary
$77.7M
Employees
4
Clients
51
Accounts
371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2015 | $77.7M | $77.7M | $0 | 4 | 26 |
| May 2015 | $77.7M | $77.7M | $0 | 4 | 26 |
| Apr 2015 | $77.7M | $77.7M | $0 | 4 | 26 |
| Mar 2015 | $77.7M | $77.7M | $0 | 4 | 26 |
| Mar 2015 | $77.7M | $77.7M | $0 | 4 | 26 |
| Mar 2015 | $77.7M | $77.7M | $0 | 4 | 26 |
| Mar 2014 | $136.8M | $67.8M | $69M | 4 | 26 |
| Oct 2013 | $129.8M | $58.9M | $71M | 4 | 26 |
| Mar 2013 | $129.8M | $58.9M | $71M | 4 | 26 |
| Sep 2012 | $111.4M | $38.2M | $73.2M | 1 | 26 |
| Jun 2012 | $111.4M | $38.2M | $73.2M | 1 | 26 |
| Mar 2012 | $111.4M | $38.2M | $73.2M | 1 | 26 |
| Mar 2012 | $112.4M | $39.2M | $73.2M | 1 | 26 |
| Feb 2012 | $100M | $27M | $73M | 1 | 26 |
| Jan 2012 | $100M | $27M | $73M | 1 | 26 |
DateDec 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees4
Clients26
DateMay 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees4
Clients26
DateApr 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2015
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$136.8M
Discretionary$67.8M
Non-Disc.$69M
Employees4
Clients26
DateOct 2013
Total AUM$129.8M
Discretionary$58.9M
Non-Disc.$71M
Employees4
Clients26
DateMar 2013
Total AUM$129.8M
Discretionary$58.9M
Non-Disc.$71M
Employees4
Clients26
DateSep 2012
Total AUM$111.4M
Discretionary$38.2M
Non-Disc.$73.2M
Employees1
Clients26
DateJun 2012
Total AUM$111.4M
Discretionary$38.2M
Non-Disc.$73.2M
Employees1
Clients26
DateMar 2012
Total AUM$111.4M
Discretionary$38.2M
Non-Disc.$73.2M
Employees1
Clients26
DateMar 2012
Total AUM$112.4M
Discretionary$39.2M
Non-Disc.$73.2M
Employees1
Clients26
DateFeb 2012
Total AUM$100M
Discretionary$27M
Non-Disc.$73M
Employees1
Clients26
DateJan 2012
Total AUM$100M
Discretionary$27M
Non-Disc.$73M
Employees1
Clients26