MAINLINE PRIVATE WEALTH, LLC
CRD #159295 SEC #801-72888 WYNNEWOOD, PA 610-896-2050
SEC Registered
Total AUM
$792.8M
Discretionary
$747M
Employees
7
Clients
0
Accounts
858
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $792.8M | $747M | $45.8M | 7 | 5 |
| Mar 2022 | $692.7M | $662.2M | $30.5M | 8 | 6 |
| Nov 2021 | $617.4M | $555.3M | $62.1M | 9 | 6 |
| Mar 2021 | $617.4M | $555.3M | $62.1M | 9 | 6 |
| Nov 2020 | $628.6M | $485.9M | $142.7M | 10 | 7 |
| Jun 2020 | $628.6M | $485.9M | $142.7M | 10 | 7 |
| Mar 2020 | $628.6M | $485.9M | $142.7M | 10 | 7 |
| Sep 2019 | $560.9M | $430.6M | $130.3M | 11 | 5 |
| Aug 2019 | $560.9M | $430.6M | $130.3M | 11 | 5 |
| May 2019 | $560.9M | $430.6M | $130.3M | 11 | 5 |
| Mar 2019 | $560.9M | $430.6M | $130.3M | 11 | 5 |
| Oct 2018 | $474.7M | $385.4M | $89.3M | 12 | 7 |
| Jul 2018 | $474.7M | $385.4M | $89.3M | 12 | 7 |
| Jun 2018 | $474.7M | $385.4M | $89.3M | 12 | 7 |
| Mar 2018 | $474.7M | $385.4M | $89.3M | 12 | 7 |
| Dec 2017 | $423.4M | $335.3M | $88.1M | 12 | 5 |
| Dec 2017 | $423.4M | $335.3M | $88.1M | 12 | 5 |
| Sep 2017 | $377.5M | $304.3M | $73.3M | 11 | 26 |
| Jul 2017 | $377.5M | $304.3M | $73.3M | 11 | 26 |
| Mar 2017 | $377.5M | $304.3M | $73.3M | 11 | 26 |
| May 2016 | $303.3M | $248.5M | $54.8M | 11 | 26 |
| Mar 2016 | $303.3M | $248.5M | $54.8M | 11 | 26 |
| Sep 2015 | $317.5M | $226.5M | $91M | 11 | 26 |
| Mar 2015 | $317.5M | $226.5M | $91M | 11 | 26 |
| Feb 2015 | $200.7M | $160.7M | $40M | 9 | 26 |
| Jan 2015 | $200.7M | $160.7M | $40M | 9 | 26 |
| Jan 2015 | $200.7M | $160.7M | $40M | 9 | 26 |
| Dec 2014 | $200.7M | $160.7M | $40M | 9 | 26 |
| Dec 2014 | $200.7M | $160.7M | $40M | 9 | 26 |
| Sep 2014 | $200.7M | $160.7M | $40M | 9 | 26 |
| Mar 2014 | $200.7M | $160.7M | $40M | 9 | 26 |
| Dec 2013 | $156.6M | $156.6M | $0 | 9 | 26 |
| Jun 2013 | $156.6M | $156.6M | $0 | 9 | 26 |
| Mar 2013 | $156.6M | $156.6M | $0 | 11 | 26 |
| Jan 2013 | $93.3M | $93.3M | $0 | 12 | 26 |
| Jan 2013 | $93.3M | $93.3M | $0 | 12 | 26 |
| Nov 2012 | $93.3M | $93.3M | $0 | 12 | 26 |
| Jul 2012 | $93.3M | $93.3M | $0 | -- | 26 |
| May 2012 | $93.3M | $93.3M | $0 | -- | 26 |
| Mar 2012 | $93.3M | $93.3M | $0 | -- | 26 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Nov 2011 | $0 | $0 | $0 | -- | 0 |
DateMar 2023
Total AUM$792.8M
Discretionary$747M
Non-Disc.$45.8M
Employees7
Clients5
DateMar 2022
Total AUM$692.7M
Discretionary$662.2M
Non-Disc.$30.5M
Employees8
Clients6
DateNov 2021
Total AUM$617.4M
Discretionary$555.3M
Non-Disc.$62.1M
Employees9
Clients6
DateMar 2021
Total AUM$617.4M
Discretionary$555.3M
Non-Disc.$62.1M
Employees9
Clients6
DateNov 2020
Total AUM$628.6M
Discretionary$485.9M
Non-Disc.$142.7M
Employees10
Clients7
DateJun 2020
Total AUM$628.6M
Discretionary$485.9M
Non-Disc.$142.7M
Employees10
Clients7
DateMar 2020
Total AUM$628.6M
Discretionary$485.9M
Non-Disc.$142.7M
Employees10
Clients7
DateSep 2019
Total AUM$560.9M
Discretionary$430.6M
Non-Disc.$130.3M
Employees11
Clients5
DateAug 2019
Total AUM$560.9M
Discretionary$430.6M
Non-Disc.$130.3M
Employees11
Clients5
DateMay 2019
Total AUM$560.9M
Discretionary$430.6M
Non-Disc.$130.3M
Employees11
Clients5
DateMar 2019
Total AUM$560.9M
Discretionary$430.6M
Non-Disc.$130.3M
Employees11
Clients5
DateOct 2018
Total AUM$474.7M
Discretionary$385.4M
Non-Disc.$89.3M
Employees12
Clients7
DateJul 2018
Total AUM$474.7M
Discretionary$385.4M
Non-Disc.$89.3M
Employees12
Clients7
DateJun 2018
Total AUM$474.7M
Discretionary$385.4M
Non-Disc.$89.3M
Employees12
Clients7
DateMar 2018
Total AUM$474.7M
Discretionary$385.4M
Non-Disc.$89.3M
Employees12
Clients7
DateDec 2017
Total AUM$423.4M
Discretionary$335.3M
Non-Disc.$88.1M
Employees12
Clients5
DateDec 2017
Total AUM$423.4M
Discretionary$335.3M
Non-Disc.$88.1M
Employees12
Clients5
DateSep 2017
Total AUM$377.5M
Discretionary$304.3M
Non-Disc.$73.3M
Employees11
Clients26
DateJul 2017
Total AUM$377.5M
Discretionary$304.3M
Non-Disc.$73.3M
Employees11
Clients26
DateMar 2017
Total AUM$377.5M
Discretionary$304.3M
Non-Disc.$73.3M
Employees11
Clients26
DateMay 2016
Total AUM$303.3M
Discretionary$248.5M
Non-Disc.$54.8M
Employees11
Clients26
DateMar 2016
Total AUM$303.3M
Discretionary$248.5M
Non-Disc.$54.8M
Employees11
Clients26
DateSep 2015
Total AUM$317.5M
Discretionary$226.5M
Non-Disc.$91M
Employees11
Clients26
DateMar 2015
Total AUM$317.5M
Discretionary$226.5M
Non-Disc.$91M
Employees11
Clients26
DateFeb 2015
Total AUM$200.7M
Discretionary$160.7M
Non-Disc.$40M
Employees9
Clients26
DateJan 2015
Total AUM$200.7M
Discretionary$160.7M
Non-Disc.$40M
Employees9
Clients26
DateJan 2015
Total AUM$200.7M
Discretionary$160.7M
Non-Disc.$40M
Employees9
Clients26
DateDec 2014
Total AUM$200.7M
Discretionary$160.7M
Non-Disc.$40M
Employees9
Clients26
DateDec 2014
Total AUM$200.7M
Discretionary$160.7M
Non-Disc.$40M
Employees9
Clients26
DateSep 2014
Total AUM$200.7M
Discretionary$160.7M
Non-Disc.$40M
Employees9
Clients26
DateMar 2014
Total AUM$200.7M
Discretionary$160.7M
Non-Disc.$40M
Employees9
Clients26
DateDec 2013
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees9
Clients26
DateJun 2013
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees9
Clients26
DateMar 2013
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees11
Clients26
DateJan 2013
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees12
Clients26
DateJan 2013
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees12
Clients26
DateNov 2012
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees12
Clients26
DateJul 2012
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees--
Clients26
DateMay 2012
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees--
Clients26
DateMar 2012
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees--
Clients26
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0