RAND WEALTH, LLC
Legal name: RAND & ASSOCIATES
CRD #157807 SEC #801-72391 BALTIMORE, MD 410-454-2171
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
12
Clients
--
Accounts
1,266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $1.3B | $1.2B | $11.9M | 12 | 0 |
| Jun 2018 | $1.3B | $1.2B | $11.9M | 12 | 0 |
| Mar 2018 | $1.3B | $1.2B | $11.9M | 12 | 0 |
| Dec 2017 | $1.2B | $1.2B | $13.5M | 12 | 0 |
| May 2017 | $1B | $1B | $11.6M | 12 | 500 |
| Apr 2017 | $1B | $1B | $11.6M | 12 | 500 |
| Mar 2017 | $1B | $1B | $11.6M | 12 | 500 |
| May 2016 | $929.5M | $918.9M | $10.6M | 13 | 475 |
| Mar 2016 | $929.5M | $918.9M | $10.6M | 13 | 475 |
| Dec 2015 | $949.3M | $938.9M | $10.4M | 13 | 400 |
| Apr 2015 | $945.6M | $934.1M | $11.5M | 12 | 400 |
| Mar 2015 | $945.6M | $934.1M | $11.5M | 12 | 400 |
| Mar 2014 | $862.4M | $850.3M | $12.1M | 11 | 500 |
| Dec 2013 | $704.9M | $696.6M | $8.3M | 10 | 300 |
| Jul 2013 | $704.9M | $696.6M | $8.3M | 10 | 300 |
| Jul 2013 | $704.9M | $696.6M | $8.3M | 10 | 300 |
| Apr 2013 | $704.9M | $696.6M | $8.3M | 10 | 300 |
| Mar 2013 | $704.9M | $696.6M | $8.3M | 10 | 300 |
| Oct 2012 | $703M | $587M | $116M | 6 | 300 |
| Oct 2012 | $703M | $587M | $116M | 6 | 300 |
| Jul 2012 | $655M | $535M | $120M | 6 | 300 |
| Apr 2012 | $655M | $655M | $0 | 6 | 500 |
| Apr 2012 | $655M | $655M | $0 | 6 | 500 |
| Mar 2012 | $733M | $733M | $0 | 6 | 500 |
| Aug 2011 | $237.6M | $237.6M | $0 | 10 | -- |
| May 2011 | $0 | $0 | $0 | 10 | -- |
DateOct 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$11.9M
Employees12
Clients0
DateJun 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$11.9M
Employees12
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$11.9M
Employees12
Clients0
DateDec 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.5M
Employees12
Clients0
DateMay 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$11.6M
Employees12
Clients500
DateApr 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$11.6M
Employees12
Clients500
DateMar 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$11.6M
Employees12
Clients500
DateMay 2016
Total AUM$929.5M
Discretionary$918.9M
Non-Disc.$10.6M
Employees13
Clients475
DateMar 2016
Total AUM$929.5M
Discretionary$918.9M
Non-Disc.$10.6M
Employees13
Clients475
DateDec 2015
Total AUM$949.3M
Discretionary$938.9M
Non-Disc.$10.4M
Employees13
Clients400
DateApr 2015
Total AUM$945.6M
Discretionary$934.1M
Non-Disc.$11.5M
Employees12
Clients400
DateMar 2015
Total AUM$945.6M
Discretionary$934.1M
Non-Disc.$11.5M
Employees12
Clients400
DateMar 2014
Total AUM$862.4M
Discretionary$850.3M
Non-Disc.$12.1M
Employees11
Clients500
DateDec 2013
Total AUM$704.9M
Discretionary$696.6M
Non-Disc.$8.3M
Employees10
Clients300
DateJul 2013
Total AUM$704.9M
Discretionary$696.6M
Non-Disc.$8.3M
Employees10
Clients300
DateJul 2013
Total AUM$704.9M
Discretionary$696.6M
Non-Disc.$8.3M
Employees10
Clients300
DateApr 2013
Total AUM$704.9M
Discretionary$696.6M
Non-Disc.$8.3M
Employees10
Clients300
DateMar 2013
Total AUM$704.9M
Discretionary$696.6M
Non-Disc.$8.3M
Employees10
Clients300
DateOct 2012
Total AUM$703M
Discretionary$587M
Non-Disc.$116M
Employees6
Clients300
DateOct 2012
Total AUM$703M
Discretionary$587M
Non-Disc.$116M
Employees6
Clients300
DateJul 2012
Total AUM$655M
Discretionary$535M
Non-Disc.$120M
Employees6
Clients300
DateApr 2012
Total AUM$655M
Discretionary$655M
Non-Disc.$0
Employees6
Clients500
DateApr 2012
Total AUM$655M
Discretionary$655M
Non-Disc.$0
Employees6
Clients500
DateMar 2012
Total AUM$733M
Discretionary$733M
Non-Disc.$0
Employees6
Clients500
DateAug 2011
Total AUM$237.6M
Discretionary$237.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--