ESB WEALTH MANAGEMENT, LLC
CRD #154889 SEC #801-78006 MANSFIELD, OH 419-525-3961
SEC Registered
Total AUM
$122.5M
Discretionary
$0
Employees
3
Clients
--
Accounts
215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2015 | $122.5M | $0 | $122.5M | 3 | 188 |
| Sep 2015 | $122.5M | $0 | $122.5M | 5 | 188 |
| Jul 2015 | $166.5M | $2.2M | $164.4M | 5 | 500 |
| Jan 2015 | $166.5M | $2.2M | $164.4M | 5 | 500 |
| Sep 2014 | $166.5M | $2.2M | $164.4M | 5 | 500 |
| Sep 2013 | $140.2M | $405K | $139.8M | 4 | 500 |
| Sep 2013 | $133M | $48.4M | $84.6M | 2 | 300 |
| Apr 2013 | $133M | $48.4M | $84.6M | 2 | 300 |
DateDec 2015
Total AUM$122.5M
Discretionary$0
Non-Disc.$122.5M
Employees3
Clients188
DateSep 2015
Total AUM$122.5M
Discretionary$0
Non-Disc.$122.5M
Employees5
Clients188
DateJul 2015
Total AUM$166.5M
Discretionary$2.2M
Non-Disc.$164.4M
Employees5
Clients500
DateJan 2015
Total AUM$166.5M
Discretionary$2.2M
Non-Disc.$164.4M
Employees5
Clients500
DateSep 2014
Total AUM$166.5M
Discretionary$2.2M
Non-Disc.$164.4M
Employees5
Clients500
DateSep 2013
Total AUM$140.2M
Discretionary$405K
Non-Disc.$139.8M
Employees4
Clients500
DateSep 2013
Total AUM$133M
Discretionary$48.4M
Non-Disc.$84.6M
Employees2
Clients300
DateApr 2013
Total AUM$133M
Discretionary$48.4M
Non-Disc.$84.6M
Employees2
Clients300