GUPTA WEALTH MANAGEMENT, LLC
CRD #161721 SEC #801-78524 SAN DIEGO, CA (858)764-7120
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
4
Clients
0
Accounts
16
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $2.5M | $2.5M | $0 | 4 | 11 |
| Feb 2017 | $2.5M | $2.5M | $0 | 4 | 11 |
| Mar 2016 | $1.1B | $967M | $91.8M | 18 | 500 |
| Jun 2015 | $862.6M | $768.5M | $94M | 23 | 388 |
| Apr 2015 | $862.6M | $768.5M | $94M | 23 | 388 |
| Feb 2015 | $689.5M | $597.3M | $92.2M | 20 | 300 |
| Nov 2014 | $540.4M | $487.7M | $52.7M | 8 | 200 |
| Nov 2014 | $540.4M | $487.7M | $52.7M | 8 | 200 |
| Oct 2014 | $540.4M | $487.7M | $52.7M | 8 | 200 |
| Sep 2014 | $540.4M | $487.7M | $52.7M | 8 | 200 |
| Aug 2014 | $540.4M | $487.7M | $52.7M | 8 | 200 |
| Jul 2014 | $540.4M | $487.7M | $52.7M | 8 | 200 |
| Mar 2014 | $540.4M | $487.7M | $52.7M | 8 | 200 |
| Jan 2014 | $450M | $375M | $75M | 7 | 100 |
| Oct 2013 | $0 | $0 | $0 | 7 | 0 |
DateFeb 2017
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees4
Clients11
DateFeb 2017
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees4
Clients11
DateMar 2016
Total AUM$1.1B
Discretionary$967M
Non-Disc.$91.8M
Employees18
Clients500
DateJun 2015
Total AUM$862.6M
Discretionary$768.5M
Non-Disc.$94M
Employees23
Clients388
DateApr 2015
Total AUM$862.6M
Discretionary$768.5M
Non-Disc.$94M
Employees23
Clients388
DateFeb 2015
Total AUM$689.5M
Discretionary$597.3M
Non-Disc.$92.2M
Employees20
Clients300
DateNov 2014
Total AUM$540.4M
Discretionary$487.7M
Non-Disc.$52.7M
Employees8
Clients200
DateNov 2014
Total AUM$540.4M
Discretionary$487.7M
Non-Disc.$52.7M
Employees8
Clients200
DateOct 2014
Total AUM$540.4M
Discretionary$487.7M
Non-Disc.$52.7M
Employees8
Clients200
DateSep 2014
Total AUM$540.4M
Discretionary$487.7M
Non-Disc.$52.7M
Employees8
Clients200
DateAug 2014
Total AUM$540.4M
Discretionary$487.7M
Non-Disc.$52.7M
Employees8
Clients200
DateJul 2014
Total AUM$540.4M
Discretionary$487.7M
Non-Disc.$52.7M
Employees8
Clients200
DateMar 2014
Total AUM$540.4M
Discretionary$487.7M
Non-Disc.$52.7M
Employees8
Clients200
DateJan 2014
Total AUM$450M
Discretionary$375M
Non-Disc.$75M
Employees7
Clients100
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0