GARCIA WEALTH MANAGEMENT GROUP, INC.
CRD #158082 SEC #801-79445 TEMPLETON, CA 805-434-2608
SEC Registered
Total AUM
$393.4M
Discretionary
$348.2M
Employees
7
Clients
101
Accounts
819
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $0 | $0 | $0 | 7 | 3 |
| Dec 2020 | $393.4M | $348.2M | $45.1M | 7 | 3 |
| Jun 2020 | $393.4M | $348.2M | $45.1M | 7 | 3 |
| Jun 2020 | $393.4M | $348.2M | $45.1M | 7 | 3 |
| Mar 2020 | $393.4M | $348.2M | $45.1M | 7 | 3 |
| Mar 2020 | $322.8M | $278.6M | $44.2M | 7 | 4 |
| Mar 2019 | $322.8M | $278.6M | $44.2M | 7 | 4 |
| Apr 2018 | $301.1M | $240.1M | $61M | 7 | 4 |
| Mar 2018 | $301.1M | $240.1M | $61M | 7 | 4 |
| Mar 2017 | $226.8M | $171.1M | $55.7M | 5 | 300 |
| Mar 2016 | $186.2M | $124.9M | $61.2M | 5 | 300 |
| Apr 2015 | $177.2M | $108.9M | $68.2M | 6 | 400 |
| Mar 2015 | $177.2M | $108.9M | $68.2M | 6 | 400 |
| Mar 2015 | $177.2M | $108.9M | $68.2M | 6 | 400 |
| Dec 2014 | $132.3M | $76.1M | $56.2M | 5 | 239 |
| May 2014 | $132.3M | $76.1M | $56.2M | 5 | 239 |
| Mar 2014 | $132.3M | $76.1M | $56.2M | 5 | 239 |
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients3
DateDec 2020
Total AUM$393.4M
Discretionary$348.2M
Non-Disc.$45.1M
Employees7
Clients3
DateJun 2020
Total AUM$393.4M
Discretionary$348.2M
Non-Disc.$45.1M
Employees7
Clients3
DateJun 2020
Total AUM$393.4M
Discretionary$348.2M
Non-Disc.$45.1M
Employees7
Clients3
DateMar 2020
Total AUM$393.4M
Discretionary$348.2M
Non-Disc.$45.1M
Employees7
Clients3
DateMar 2020
Total AUM$322.8M
Discretionary$278.6M
Non-Disc.$44.2M
Employees7
Clients4
DateMar 2019
Total AUM$322.8M
Discretionary$278.6M
Non-Disc.$44.2M
Employees7
Clients4
DateApr 2018
Total AUM$301.1M
Discretionary$240.1M
Non-Disc.$61M
Employees7
Clients4
DateMar 2018
Total AUM$301.1M
Discretionary$240.1M
Non-Disc.$61M
Employees7
Clients4
DateMar 2017
Total AUM$226.8M
Discretionary$171.1M
Non-Disc.$55.7M
Employees5
Clients300
DateMar 2016
Total AUM$186.2M
Discretionary$124.9M
Non-Disc.$61.2M
Employees5
Clients300
DateApr 2015
Total AUM$177.2M
Discretionary$108.9M
Non-Disc.$68.2M
Employees6
Clients400
DateMar 2015
Total AUM$177.2M
Discretionary$108.9M
Non-Disc.$68.2M
Employees6
Clients400
DateMar 2015
Total AUM$177.2M
Discretionary$108.9M
Non-Disc.$68.2M
Employees6
Clients400
DateDec 2014
Total AUM$132.3M
Discretionary$76.1M
Non-Disc.$56.2M
Employees5
Clients239
DateMay 2014
Total AUM$132.3M
Discretionary$76.1M
Non-Disc.$56.2M
Employees5
Clients239
DateMar 2014
Total AUM$132.3M
Discretionary$76.1M
Non-Disc.$56.2M
Employees5
Clients239