CAFG WEALTH MANAGEMENT, INC.
CRD #165901 SEC #801-77473 NORTH BARRINGTON, IL 847-991-1099
SEC Registered
Total AUM
$225.2M
Discretionary
$225.2M
Employees
4
Clients
101
Accounts
234
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $225.2M | $225.2M | $0 | 4 | 0 |
| Feb 2023 | $204M | $204M | $0 | 4 | 0 |
| Feb 2022 | $223.6M | $223.6M | $0 | 4 | 0 |
| Nov 2021 | $174.2M | $174.2M | $0 | 4 | 0 |
| Mar 2021 | $174.2M | $174.2M | $0 | 4 | 0 |
| Oct 2020 | $156.6M | $156.6M | $0 | 4 | 0 |
| Jun 2020 | $156.6M | $156.6M | $0 | 4 | 0 |
| Mar 2020 | $156.6M | $156.6M | $0 | 4 | 0 |
| Jan 2020 | $128.8M | $128.8M | $0 | 4 | 0 |
| Feb 2019 | $128.8M | $128.8M | $0 | 4 | 0 |
| Dec 2018 | $127.5M | $127.5M | $0 | 4 | 0 |
| Oct 2018 | $127.5M | $127.5M | $0 | 4 | 0 |
| Feb 2018 | $127.5M | $127.5M | $0 | 4 | 0 |
| Nov 2017 | $121.9M | $121.9M | $0 | 5 | 0 |
| Nov 2017 | $121.9M | $121.9M | $0 | 5 | 0 |
| Aug 2017 | $124.9M | $124.9M | $0 | 5 | 300 |
| Feb 2017 | $124.9M | $124.9M | $0 | 5 | 300 |
| Jan 2016 | $110.7M | $94.4M | $16.3M | 5 | 300 |
| Oct 2015 | $115.5M | $103M | $12.5M | 4 | 293 |
| May 2015 | $115.5M | $103M | $12.5M | 4 | 293 |
| Feb 2015 | $115.5M | $103M | $12.5M | 4 | 293 |
| Jul 2014 | $108.7M | $95.3M | $13.4M | 3 | 250 |
| May 2014 | $108.7M | $95.3M | $13.4M | 3 | 250 |
| Apr 2014 | $108.7M | $95.3M | $13.4M | 3 | 250 |
| Feb 2014 | $108.7M | $95.3M | $13.4M | 3 | 250 |
| Nov 2013 | $102.6M | $79M | $23.6M | 3 | 0 |
| Apr 2013 | $102.6M | $79M | $23.6M | 3 | 0 |
| Mar 2013 | $102.6M | $79M | $23.6M | 3 | 0 |
| Jan 2013 | $0 | $0 | $0 | 3 | 0 |
| Dec 2012 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2024
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$204M
Discretionary$204M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$223.6M
Discretionary$223.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees5
Clients300
DateFeb 2017
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees5
Clients300
DateJan 2016
Total AUM$110.7M
Discretionary$94.4M
Non-Disc.$16.3M
Employees5
Clients300
DateOct 2015
Total AUM$115.5M
Discretionary$103M
Non-Disc.$12.5M
Employees4
Clients293
DateMay 2015
Total AUM$115.5M
Discretionary$103M
Non-Disc.$12.5M
Employees4
Clients293
DateFeb 2015
Total AUM$115.5M
Discretionary$103M
Non-Disc.$12.5M
Employees4
Clients293
DateJul 2014
Total AUM$108.7M
Discretionary$95.3M
Non-Disc.$13.4M
Employees3
Clients250
DateMay 2014
Total AUM$108.7M
Discretionary$95.3M
Non-Disc.$13.4M
Employees3
Clients250
DateApr 2014
Total AUM$108.7M
Discretionary$95.3M
Non-Disc.$13.4M
Employees3
Clients250
DateFeb 2014
Total AUM$108.7M
Discretionary$95.3M
Non-Disc.$13.4M
Employees3
Clients250
DateNov 2013
Total AUM$102.6M
Discretionary$79M
Non-Disc.$23.6M
Employees3
Clients0
DateApr 2013
Total AUM$102.6M
Discretionary$79M
Non-Disc.$23.6M
Employees3
Clients0
DateMar 2013
Total AUM$102.6M
Discretionary$79M
Non-Disc.$23.6M
Employees3
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0