ALTIUM WEALTH MANAGEMENT LLC
CRD #154719 SEC #801-71774 PURCHASE, NY 877-780-0074
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
42
Clients
101
Accounts
3,019
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $2.7B | $2.7B | $0 | 42 | 63 |
| Mar 2021 | $2.1B | $2.1B | $0 | 39 | 27 |
| Feb 2021 | $1.6B | $1.6B | $0 | 46 | 57 |
| Dec 2020 | $1.6B | $1.6B | $0 | 46 | 57 |
| Jul 2020 | $1.6B | $1.6B | $0 | 46 | 57 |
| Jun 2020 | $1.6B | $1.6B | $0 | 46 | 57 |
| Mar 2020 | $1.6B | $1.6B | $0 | 46 | 57 |
| Jan 2020 | $1.2B | $1.2B | $0 | 44 | 74 |
| Aug 2019 | $1.2B | $1.2B | $0 | 44 | 74 |
| Mar 2019 | $1.2B | $1.2B | $0 | 44 | 74 |
| Nov 2018 | $911.4M | $911.4M | $0 | 35 | 64 |
| Nov 2018 | $911.4M | $911.4M | $0 | 35 | 64 |
| Mar 2018 | $911.4M | $911.4M | $0 | 35 | 64 |
| Apr 2017 | $665.6M | $665.6M | $0 | 33 | 700 |
| Mar 2017 | $499.5M | $499.5M | $0 | 33 | 600 |
| Jan 2017 | $410.2M | $410.2M | $0 | 23 | 500 |
| Aug 2016 | $410.2M | $410.2M | $0 | 23 | 500 |
| Mar 2016 | $410.2M | $410.2M | $0 | 23 | 500 |
| Jun 2015 | $394.3M | $394.3M | $0 | 21 | 500 |
| Mar 2015 | $394.3M | $394.3M | $0 | 21 | 500 |
| Sep 2014 | $369M | $369M | $0 | 22 | 500 |
| Aug 2014 | $369M | $369M | $0 | 22 | 500 |
| Mar 2014 | $275.5M | $275.5M | $0 | 19 | 400 |
| Feb 2014 | $200.5M | $200.5M | $0 | 16 | 300 |
| Dec 2013 | $200.5M | $200.5M | $0 | 16 | 300 |
| Sep 2013 | $200.5M | $200.5M | $0 | 16 | 300 |
| Mar 2013 | $200.5M | $200.5M | $0 | 16 | 300 |
| Sep 2012 | $130.8M | $130.8M | $0 | 6 | 400 |
| Jun 2012 | $130.8M | $130.8M | $0 | 6 | 400 |
| Mar 2012 | $130.8M | $130.8M | $0 | 6 | 400 |
| Aug 2011 | $107.5M | $86M | $21.5M | 10 | -- |
| Jul 2011 | $107.5M | $86M | $21.5M | 10 | -- |
| Jun 2011 | $107.5M | $86M | $21.5M | 10 | -- |
| Apr 2011 | $107.5M | $86M | $21.5M | 10 | -- |
| Dec 2010 | $69.6M | $69.6M | $0 | 10 | -- |
| Dec 2010 | $69.6M | $69.6M | $0 | 10 | -- |
| Aug 2010 | $110M | $70M | $40M | 10 | -- |
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees42
Clients63
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees39
Clients27
DateFeb 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees46
Clients57
DateDec 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees46
Clients57
DateJul 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees46
Clients57
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees46
Clients57
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees46
Clients57
DateJan 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees44
Clients74
DateAug 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees44
Clients74
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees44
Clients74
DateNov 2018
Total AUM$911.4M
Discretionary$911.4M
Non-Disc.$0
Employees35
Clients64
DateNov 2018
Total AUM$911.4M
Discretionary$911.4M
Non-Disc.$0
Employees35
Clients64
DateMar 2018
Total AUM$911.4M
Discretionary$911.4M
Non-Disc.$0
Employees35
Clients64
DateApr 2017
Total AUM$665.6M
Discretionary$665.6M
Non-Disc.$0
Employees33
Clients700
DateMar 2017
Total AUM$499.5M
Discretionary$499.5M
Non-Disc.$0
Employees33
Clients600
DateJan 2017
Total AUM$410.2M
Discretionary$410.2M
Non-Disc.$0
Employees23
Clients500
DateAug 2016
Total AUM$410.2M
Discretionary$410.2M
Non-Disc.$0
Employees23
Clients500
DateMar 2016
Total AUM$410.2M
Discretionary$410.2M
Non-Disc.$0
Employees23
Clients500
DateJun 2015
Total AUM$394.3M
Discretionary$394.3M
Non-Disc.$0
Employees21
Clients500
DateMar 2015
Total AUM$394.3M
Discretionary$394.3M
Non-Disc.$0
Employees21
Clients500
DateSep 2014
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees22
Clients500
DateAug 2014
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees22
Clients500
DateMar 2014
Total AUM$275.5M
Discretionary$275.5M
Non-Disc.$0
Employees19
Clients400
DateFeb 2014
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees16
Clients300
DateDec 2013
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees16
Clients300
DateSep 2013
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees16
Clients300
DateMar 2013
Total AUM$200.5M
Discretionary$200.5M
Non-Disc.$0
Employees16
Clients300
DateSep 2012
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients400
DateJun 2012
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients400
DateAug 2011
Total AUM$107.5M
Discretionary$86M
Non-Disc.$21.5M
Employees10
Clients--
DateJul 2011
Total AUM$107.5M
Discretionary$86M
Non-Disc.$21.5M
Employees10
Clients--
DateJun 2011
Total AUM$107.5M
Discretionary$86M
Non-Disc.$21.5M
Employees10
Clients--
DateApr 2011
Total AUM$107.5M
Discretionary$86M
Non-Disc.$21.5M
Employees10
Clients--
DateDec 2010
Total AUM$69.6M
Discretionary$69.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$69.6M
Discretionary$69.6M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$110M
Discretionary$70M
Non-Disc.$40M
Employees10
Clients--