WINSLOW WEALTH MANAGEMENT LLC
CRD #166196 SEC #801-77389 BOSTON, MA 617-896-3554
SEC Registered Disclosures
Total AUM
$26.6M
Discretionary
$26.6M
Employees
1
Clients
--
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $26.6M | $26.6M | $0 | 1 | 0 |
| Feb 2021 | $26.6M | $26.6M | $0 | 12 | 0 |
| Dec 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Jun 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Jun 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Mar 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Feb 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Feb 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Feb 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Jan 2020 | $23.1M | $23.1M | $0 | 13 | 0 |
| Feb 2019 | $21.7M | $21.7M | $0 | 13 | 0 |
| Sep 2018 | $14.3M | $14.3M | $0 | 10 | 64 |
| May 2018 | $14.3M | $14.3M | $0 | 10 | 64 |
| Jan 2018 | $14.3M | $14.3M | $0 | 10 | 64 |
| Jan 2018 | $17.6M | $17.6M | $0 | 11 | 54 |
| Sep 2017 | $17.6M | $17.6M | $0 | 11 | 100 |
| May 2017 | $120.8M | $120.8M | $0 | 11 | 100 |
| Mar 2017 | $120.8M | $120.8M | $0 | 11 | 100 |
| Mar 2017 | $120.8M | $120.8M | $0 | 11 | 100 |
| Feb 2017 | $120.8M | $120.8M | $0 | 11 | 100 |
| Jan 2017 | $120.8M | $120.8M | $0 | 14 | 26 |
| Jan 2017 | $115.4M | $115.4M | $0 | 14 | 26 |
| Apr 2016 | $115.4M | $115.4M | $0 | 14 | 26 |
| Feb 2016 | $115.4M | $115.4M | $0 | 14 | 26 |
| Sep 2015 | $99.3M | $99.3M | $0 | 9 | 26 |
| Feb 2015 | $99.3M | $99.3M | $0 | 9 | 26 |
| Aug 2014 | $84.2M | $84.2M | $0 | 6 | 26 |
| Aug 2014 | $84.2M | $84.2M | $0 | 6 | 26 |
| Mar 2014 | $84.2M | $84.2M | $0 | 6 | 26 |
| Nov 2013 | $60.2M | $60.2M | $0 | 8 | 11 |
| Nov 2013 | $60.2M | $60.2M | $0 | 8 | 11 |
| Oct 2013 | $60.2M | $60.2M | $0 | 8 | 11 |
| Mar 2013 | $60.2M | $60.2M | $0 | 8 | 11 |
| Mar 2013 | $60.2M | $60.2M | $0 | 8 | 11 |
| Feb 2013 | $11M | $11M | $0 | 7 | 11 |
| Dec 2012 | $0 | $0 | $0 | 5 | 0 |
| Dec 2012 | $0 | $0 | $0 | 5 | 0 |
| Dec 2012 | $0 | $0 | $0 | 5 | 0 |
| Nov 2012 | $0 | $0 | $0 | 5 | 0 |
| Nov 2012 | $0 | $0 | $0 | 5 | 0 |
DateJul 2021
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$26.6M
Discretionary$26.6M
Non-Disc.$0
Employees12
Clients0
DateDec 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateFeb 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateFeb 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateFeb 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateJan 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees13
Clients0
DateFeb 2019
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees13
Clients0
DateSep 2018
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees10
Clients64
DateMay 2018
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees10
Clients64
DateJan 2018
Total AUM$14.3M
Discretionary$14.3M
Non-Disc.$0
Employees10
Clients64
DateJan 2018
Total AUM$17.6M
Discretionary$17.6M
Non-Disc.$0
Employees11
Clients54
DateSep 2017
Total AUM$17.6M
Discretionary$17.6M
Non-Disc.$0
Employees11
Clients100
DateMay 2017
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees11
Clients100
DateMar 2017
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees11
Clients100
DateMar 2017
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees11
Clients100
DateFeb 2017
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees11
Clients100
DateJan 2017
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees14
Clients26
DateJan 2017
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees14
Clients26
DateApr 2016
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees14
Clients26
DateFeb 2016
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees14
Clients26
DateSep 2015
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients26
DateFeb 2015
Total AUM$99.3M
Discretionary$99.3M
Non-Disc.$0
Employees9
Clients26
DateAug 2014
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees6
Clients26
DateAug 2014
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees6
Clients26
DateNov 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees8
Clients11
DateNov 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees8
Clients11
DateOct 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees8
Clients11
DateMar 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees8
Clients11
DateMar 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees8
Clients11
DateFeb 2013
Total AUM$11M
Discretionary$11M
Non-Disc.$0
Employees7
Clients11
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0