CLAY NORTHAM WEALTH MANAGEMENT, LLC
Legal name: CLAY NORTHAM WEALTH MANAGEMENT
CRD #159002 SEC #801-110283 HUNTINGTON BEACH, CA 562-431-9988
SEC Registered
Total AUM
$301.6M
Discretionary
$301.6M
Employees
2
Clients
11
Accounts
1,089
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $301.6M | $301.6M | $0 | 2 | 0 |
| Aug 2025 | $301.6M | $301.6M | $0 | 2 | 0 |
| Feb 2025 | $301.6M | $301.6M | $0 | 2 | 0 |
| Oct 2024 | $249.1M | $249.1M | $0 | 2 | 0 |
| Feb 2024 | $249.1M | $249.1M | $0 | 2 | 0 |
| Nov 2023 | $197.9M | $197.9M | $0 | 2 | 0 |
| Oct 2023 | $197.9M | $197.9M | $0 | 2 | 0 |
| Feb 2023 | $197.9M | $197.9M | $0 | 2 | 0 |
| Mar 2022 | $254.1M | $254.1M | $0 | 2 | 0 |
| Nov 2021 | $209.6M | $209.6M | $0 | 2 | 0 |
| Mar 2021 | $209.6M | $209.6M | $0 | 2 | 0 |
| Nov 2020 | $161M | $161M | $0 | 2 | 0 |
| Jul 2020 | $161M | $161M | $0 | 2 | 0 |
| Jun 2020 | $161M | $161M | $0 | 2 | 0 |
| Jan 2020 | $161M | $161M | $0 | 2 | 0 |
| Oct 2019 | $122.5M | $121.4M | $1.1M | 2 | 0 |
| Oct 2019 | $122.5M | $121.4M | $1.1M | 2 | 0 |
| May 2019 | $122.5M | $121.4M | $1.1M | 2 | 0 |
| May 2019 | $122.5M | $121.4M | $1.1M | 2 | 0 |
| Feb 2019 | $122.5M | $121.4M | $1.1M | 2 | 0 |
| Jun 2018 | $120.7M | $118.8M | $1.9M | 2 | 0 |
| Apr 2018 | $120.7M | $118.8M | $1.9M | 2 | 0 |
| Mar 2018 | $120.7M | $118.8M | $1.9M | 2 | 0 |
| Sep 2017 | $109.1M | $107.5M | $1.6M | 2 | 400 |
| Mar 2017 | $109.1M | $107.5M | $1.6M | 3 | 400 |
| Mar 2012 | $43.3M | $43.2M | $109K | 1 | 200 |
| Jan 2012 | $43.3M | $43.2M | $109K | 1 | 200 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees2
Clients0
DateAug 2025
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$301.6M
Discretionary$301.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$254.1M
Discretionary$254.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$122.5M
Discretionary$121.4M
Non-Disc.$1.1M
Employees2
Clients0
DateOct 2019
Total AUM$122.5M
Discretionary$121.4M
Non-Disc.$1.1M
Employees2
Clients0
DateMay 2019
Total AUM$122.5M
Discretionary$121.4M
Non-Disc.$1.1M
Employees2
Clients0
DateMay 2019
Total AUM$122.5M
Discretionary$121.4M
Non-Disc.$1.1M
Employees2
Clients0
DateFeb 2019
Total AUM$122.5M
Discretionary$121.4M
Non-Disc.$1.1M
Employees2
Clients0
DateJun 2018
Total AUM$120.7M
Discretionary$118.8M
Non-Disc.$1.9M
Employees2
Clients0
DateApr 2018
Total AUM$120.7M
Discretionary$118.8M
Non-Disc.$1.9M
Employees2
Clients0
DateMar 2018
Total AUM$120.7M
Discretionary$118.8M
Non-Disc.$1.9M
Employees2
Clients0
DateSep 2017
Total AUM$109.1M
Discretionary$107.5M
Non-Disc.$1.6M
Employees2
Clients400
DateMar 2017
Total AUM$109.1M
Discretionary$107.5M
Non-Disc.$1.6M
Employees3
Clients400
DateMar 2012
Total AUM$43.3M
Discretionary$43.2M
Non-Disc.$109K
Employees1
Clients200
DateJan 2012
Total AUM$43.3M
Discretionary$43.2M
Non-Disc.$109K
Employees1
Clients200
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0