MUSSETT WEALTH MANAGEMENT, LLC
CRD #158463 SEC #801-109015 RENSSELAER, NY 518-328-8104
SEC Registered
Total AUM
$96.2M
Discretionary
$96.2M
Employees
2
Clients
51
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $96.2M | $96.2M | $0 | 2 | 0 |
| Mar 2024 | $92M | $92M | $0 | 2 | 0 |
| Mar 2023 | $84.2M | $84.2M | $0 | 2 | 0 |
| Mar 2022 | $93.1M | $93.1M | $0 | 2 | 0 |
| Mar 2021 | $84M | $84M | $0 | 2 | 0 |
| Jun 2020 | $73.7M | $73.7M | $0 | 2 | 0 |
| Apr 2020 | $73.7M | $73.7M | $0 | 2 | 0 |
| Mar 2019 | $59.5M | $55.6M | $3.9M | 2 | 0 |
| Feb 2018 | $54.1M | $50.7M | $3.4M | 2 | 0 |
| Jan 2017 | $48.3M | $44.6M | $3.7M | 1 | 26 |
| Jan 2017 | $48.3M | $44.6M | $3.7M | 1 | 26 |
DateMar 2025
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$59.5M
Discretionary$55.6M
Non-Disc.$3.9M
Employees2
Clients0
DateFeb 2018
Total AUM$54.1M
Discretionary$50.7M
Non-Disc.$3.4M
Employees2
Clients0
DateJan 2017
Total AUM$48.3M
Discretionary$44.6M
Non-Disc.$3.7M
Employees1
Clients26
DateJan 2017
Total AUM$48.3M
Discretionary$44.6M
Non-Disc.$3.7M
Employees1
Clients26