ALPERN WEALTH MANAGEMENT, LLC
CRD #165268 SEC #801-77147 PITTSBURGH, PA 412-224-2235
SEC Registered
Total AUM
$187.4M
Discretionary
$187.4M
Employees
3
Clients
1
Accounts
289
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $187.4M | $187.4M | $0 | 3 | 4 |
| Apr 2018 | $192.2M | $192.2M | $0 | 4 | 5 |
| Feb 2018 | $192.2M | $192.2M | $0 | 4 | 5 |
| Sep 2017 | $166.7M | $166.7M | $0 | 6 | 200 |
| Mar 2017 | $166.7M | $166.7M | $0 | 6 | 200 |
| May 2016 | $211.6M | $211.6M | $0 | 6 | 200 |
| May 2016 | $211.6M | $211.6M | $0 | 6 | 200 |
| Mar 2016 | $211.6M | $211.6M | $0 | 6 | 200 |
| Apr 2015 | $199.3M | $199.3M | $0 | 5 | 100 |
| Feb 2015 | $199.3M | $199.3M | $0 | 5 | 100 |
| Feb 2015 | $199.3M | $199.3M | $0 | 5 | 100 |
| Nov 2014 | $200.9M | $200.9M | $0 | 5 | 200 |
| Mar 2014 | $200.9M | $200.9M | $0 | 5 | 200 |
| Mar 2013 | $169.3M | $169.3M | $0 | 5 | 100 |
| Jan 2013 | $123.2M | $123.2M | $0 | 5 | 100 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateFeb 2019
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees3
Clients4
DateApr 2018
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees4
Clients5
DateFeb 2018
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees4
Clients5
DateSep 2017
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees6
Clients200
DateMay 2016
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees6
Clients200
DateMay 2016
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$211.6M
Discretionary$211.6M
Non-Disc.$0
Employees6
Clients200
DateApr 2015
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees5
Clients100
DateFeb 2015
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees5
Clients100
DateFeb 2015
Total AUM$199.3M
Discretionary$199.3M
Non-Disc.$0
Employees5
Clients100
DateNov 2014
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$200.9M
Discretionary$200.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$169.3M
Discretionary$169.3M
Non-Disc.$0
Employees5
Clients100
DateJan 2013
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees5
Clients100
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0