WEALTH MANAGEMENT, LLC
Legal name: WEALTH MANAGEMENT CORPORATION
CRD #162282 SEC #801-74490 KNOXVILLE, TN 865-525-4225
SEC Registered
Total AUM
$117M
Discretionary
$95M
Employees
3
Clients
51
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $117M | $95M | $22M | 3 | 26 |
| Dec 2016 | $126.2M | $102.8M | $23.4M | 4 | 26 |
| Apr 2016 | $126.2M | $102.8M | $23.4M | 4 | 26 |
| Dec 2015 | $127.5M | $103.9M | $23.7M | 3 | 26 |
| Oct 2015 | $127.5M | $103.9M | $23.7M | 3 | 26 |
| Sep 2015 | $127.5M | $103.9M | $23.7M | 3 | 26 |
| Jul 2015 | $127.5M | $103.9M | $23.7M | 3 | 26 |
| Mar 2015 | $127.5M | $103.9M | $23.7M | 3 | 26 |
| Apr 2014 | $102.7M | $100.4M | $2.3M | 3 | 26 |
| Mar 2014 | $102.7M | $100.4M | $2.3M | 3 | 26 |
| Sep 2013 | $100M | $85M | $15M | 2 | 26 |
| Jul 2013 | $100M | $85M | $15M | 2 | 26 |
| Apr 2013 | $100M | $85M | $15M | 2 | 26 |
| Feb 2013 | $100.1M | $100.1M | $0 | 2 | 0 |
| Feb 2013 | $100.1M | $100.1M | $0 | 2 | 0 |
| Oct 2012 | $100.1M | $100.1M | $0 | -- | 0 |
| Aug 2012 | $100.1M | $100.1M | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
DateFeb 2017
Total AUM$117M
Discretionary$95M
Non-Disc.$22M
Employees3
Clients26
DateDec 2016
Total AUM$126.2M
Discretionary$102.8M
Non-Disc.$23.4M
Employees4
Clients26
DateApr 2016
Total AUM$126.2M
Discretionary$102.8M
Non-Disc.$23.4M
Employees4
Clients26
DateDec 2015
Total AUM$127.5M
Discretionary$103.9M
Non-Disc.$23.7M
Employees3
Clients26
DateOct 2015
Total AUM$127.5M
Discretionary$103.9M
Non-Disc.$23.7M
Employees3
Clients26
DateSep 2015
Total AUM$127.5M
Discretionary$103.9M
Non-Disc.$23.7M
Employees3
Clients26
DateJul 2015
Total AUM$127.5M
Discretionary$103.9M
Non-Disc.$23.7M
Employees3
Clients26
DateMar 2015
Total AUM$127.5M
Discretionary$103.9M
Non-Disc.$23.7M
Employees3
Clients26
DateApr 2014
Total AUM$102.7M
Discretionary$100.4M
Non-Disc.$2.3M
Employees3
Clients26
DateMar 2014
Total AUM$102.7M
Discretionary$100.4M
Non-Disc.$2.3M
Employees3
Clients26
DateSep 2013
Total AUM$100M
Discretionary$85M
Non-Disc.$15M
Employees2
Clients26
DateJul 2013
Total AUM$100M
Discretionary$85M
Non-Disc.$15M
Employees2
Clients26
DateApr 2013
Total AUM$100M
Discretionary$85M
Non-Disc.$15M
Employees2
Clients26
DateFeb 2013
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2013
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2012
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees--
Clients0
DateAug 2012
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0