WMD ASSET MANAGEMENT, LLC
CRD #156424 SEC #801-72409 PONTE VEDRA BEACH, FL 904-683-4950
SEC Registered Private Funds
Total AUM
$298.7M
Discretionary
$298.7M
Employees
9
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $298.7M | $298.7M | $0 | 9 | 0 |
| Apr 2022 | $298.7M | $298.7M | $0 | 9 | 0 |
| May 2021 | $260.9M | $260.9M | $0 | 9 | 0 |
| Mar 2021 | $260.9M | $260.9M | $0 | 9 | 0 |
| Aug 2020 | $219.9M | $219.9M | $0 | 9 | 0 |
| Mar 2020 | $219.9M | $219.9M | $0 | 9 | 0 |
| Dec 2019 | $160.4M | $160.4M | $0 | 9 | 0 |
| Mar 2019 | $160.4M | $160.4M | $0 | 9 | 0 |
| Sep 2018 | $153.1M | $153.1M | $0 | 11 | 0 |
| Mar 2018 | $153.1M | $153.1M | $0 | 11 | 0 |
| Mar 2017 | $228M | $225M | $3M | 23 | 1 |
| Jun 2016 | $441.4M | $438.5M | $2.9M | 25 | 11 |
| May 2016 | $441.4M | $438.5M | $2.9M | 25 | 11 |
| Apr 2016 | $441.4M | $438.5M | $2.9M | 25 | 11 |
| Mar 2016 | $441.4M | $438.5M | $2.9M | 25 | 11 |
| Mar 2015 | $502.6M | $499.2M | $3.4M | 20 | 11 |
| Nov 2014 | $452.3M | $449M | $3.4M | 20 | 1 |
| Apr 2014 | $452.3M | $449M | $3.4M | 20 | 1 |
| Apr 2013 | $470.9M | $465.1M | $5.8M | 20 | 1 |
| Jun 2012 | $369.8M | $360.3M | $9.6M | 11 | 1 |
| Jun 2011 | $117.8M | $117.8M | $0 | -- | -- |
| May 2011 | $117.8M | $117.8M | $0 | -- | -- |
| May 2011 | $117.8M | $117.8M | $0 | -- | -- |
| May 2011 | $117.8M | $117.8M | $0 | -- | -- |
DateMay 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees9
Clients0
DateAug 2020
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$219.9M
Discretionary$219.9M
Non-Disc.$0
Employees9
Clients0
DateDec 2019
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$228M
Discretionary$225M
Non-Disc.$3M
Employees23
Clients1
DateJun 2016
Total AUM$441.4M
Discretionary$438.5M
Non-Disc.$2.9M
Employees25
Clients11
DateMay 2016
Total AUM$441.4M
Discretionary$438.5M
Non-Disc.$2.9M
Employees25
Clients11
DateApr 2016
Total AUM$441.4M
Discretionary$438.5M
Non-Disc.$2.9M
Employees25
Clients11
DateMar 2016
Total AUM$441.4M
Discretionary$438.5M
Non-Disc.$2.9M
Employees25
Clients11
DateMar 2015
Total AUM$502.6M
Discretionary$499.2M
Non-Disc.$3.4M
Employees20
Clients11
DateNov 2014
Total AUM$452.3M
Discretionary$449M
Non-Disc.$3.4M
Employees20
Clients1
DateApr 2014
Total AUM$452.3M
Discretionary$449M
Non-Disc.$3.4M
Employees20
Clients1
DateApr 2013
Total AUM$470.9M
Discretionary$465.1M
Non-Disc.$5.8M
Employees20
Clients1
DateJun 2012
Total AUM$369.8M
Discretionary$360.3M
Non-Disc.$9.6M
Employees11
Clients1
DateJun 2011
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees--
Clients--