ANN T. COFFEY WEALTH MANAGEMENT LLC
Legal name: COFFEY PRIVATE WEALTH MANAGEMENT
CRD #160423 SEC #801-77092 HOUSTON, TX 713-333-8900
SEC Registered
Total AUM
$5.5M
Discretionary
$5M
Employees
1
Clients
1
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $5.5M | $5M | $500K | 1 | 0 |
| Mar 2018 | $5.5M | $5M | $500K | 1 | 0 |
| Mar 2018 | $5.5M | $5M | $500K | 1 | 0 |
| Mar 2016 | $113.1M | $113.1M | $0 | 1 | 1 |
| Mar 2015 | $113.1M | $113.1M | $0 | 1 | 1 |
| Mar 2014 | $113.1M | $113.1M | $0 | 1 | 1 |
| Mar 2014 | $113.8M | $109.8M | $4M | 2 | 1 |
| Nov 2013 | $115.8M | $36M | $79.8M | 2 | 1 |
| Sep 2013 | $115.8M | $36M | $79.8M | 2 | 1 |
| Sep 2013 | $115.8M | $36M | $79.8M | 2 | 1 |
| Mar 2013 | $115.8M | $36M | $79.8M | 2 | 1 |
| Jan 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2018
Total AUM$5.5M
Discretionary$5M
Non-Disc.$500K
Employees1
Clients0
DateMar 2018
Total AUM$5.5M
Discretionary$5M
Non-Disc.$500K
Employees1
Clients0
DateMar 2018
Total AUM$5.5M
Discretionary$5M
Non-Disc.$500K
Employees1
Clients0
DateMar 2016
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees1
Clients1
DateMar 2015
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees1
Clients1
DateMar 2014
Total AUM$113.8M
Discretionary$109.8M
Non-Disc.$4M
Employees2
Clients1
DateNov 2013
Total AUM$115.8M
Discretionary$36M
Non-Disc.$79.8M
Employees2
Clients1
DateSep 2013
Total AUM$115.8M
Discretionary$36M
Non-Disc.$79.8M
Employees2
Clients1
DateSep 2013
Total AUM$115.8M
Discretionary$36M
Non-Disc.$79.8M
Employees2
Clients1
DateMar 2013
Total AUM$115.8M
Discretionary$36M
Non-Disc.$79.8M
Employees2
Clients1
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0