QUARTERMASTER WEALTH MANAGEMENT, LLC
CRD #166807 SEC #801-77672 CHARLOTTE, NC 704-490-4111
SEC Registered
Total AUM
$15.5M
Discretionary
$15.4M
Employees
5
Clients
26
Accounts
275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2016 | $15.5M | $15.4M | $83.2K | 4 | 200 |
| Aug 2016 | $15.5M | $15.4M | $83.2K | 5 | 200 |
| Jun 2016 | $15.5M | $15.4M | $83.2K | 6 | 200 |
| Mar 2016 | $20.2M | $20M | $182K | 6 | 200 |
| Oct 2015 | $17M | $17M | $0 | 6 | 135 |
| Oct 2015 | $17M | $17M | $0 | 6 | 135 |
| Sep 2015 | $17M | $17M | $0 | 6 | 135 |
| May 2015 | $21.3M | $21.3M | $0 | 6 | 135 |
| Mar 2015 | $21.3M | $21.3M | $0 | 7 | 135 |
| Aug 2014 | $37.5M | $37.3M | $186.7K | 6 | 150 |
| Jun 2014 | $37.5M | $37.3M | $186.7K | 5 | 150 |
| Jun 2014 | $37.5M | $37.3M | $186.7K | 5 | 150 |
| Jun 2014 | $35M | $33M | $2M | 5 | 150 |
| May 2014 | $35M | $33M | $2M | 5 | 150 |
| Apr 2014 | $35M | $33M | $2M | 5 | 150 |
| Mar 2014 | $35M | $33M | $2M | 5 | 150 |
| Mar 2014 | $35M | $33M | $2M | 5 | 150 |
| Jul 2013 | $0 | $0 | $0 | 2 | 0 |
| Jul 2013 | $0 | $0 | $0 | 2 | 0 |
| Jul 2013 | $0 | $0 | $0 | 2 | 0 |
| Jun 2013 | $0 | $0 | $0 | 2 | 0 |
| May 2013 | $0 | $0 | $0 | 2 | 0 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Feb 2013 | $0 | $0 | $0 | 1 | 0 |
DateAug 2016
Total AUM$15.5M
Discretionary$15.4M
Non-Disc.$83.2K
Employees4
Clients200
DateAug 2016
Total AUM$15.5M
Discretionary$15.4M
Non-Disc.$83.2K
Employees5
Clients200
DateJun 2016
Total AUM$15.5M
Discretionary$15.4M
Non-Disc.$83.2K
Employees6
Clients200
DateMar 2016
Total AUM$20.2M
Discretionary$20M
Non-Disc.$182K
Employees6
Clients200
DateOct 2015
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees6
Clients135
DateOct 2015
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees6
Clients135
DateSep 2015
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees6
Clients135
DateMay 2015
Total AUM$21.3M
Discretionary$21.3M
Non-Disc.$0
Employees6
Clients135
DateMar 2015
Total AUM$21.3M
Discretionary$21.3M
Non-Disc.$0
Employees7
Clients135
DateAug 2014
Total AUM$37.5M
Discretionary$37.3M
Non-Disc.$186.7K
Employees6
Clients150
DateJun 2014
Total AUM$37.5M
Discretionary$37.3M
Non-Disc.$186.7K
Employees5
Clients150
DateJun 2014
Total AUM$37.5M
Discretionary$37.3M
Non-Disc.$186.7K
Employees5
Clients150
DateJun 2014
Total AUM$35M
Discretionary$33M
Non-Disc.$2M
Employees5
Clients150
DateMay 2014
Total AUM$35M
Discretionary$33M
Non-Disc.$2M
Employees5
Clients150
DateApr 2014
Total AUM$35M
Discretionary$33M
Non-Disc.$2M
Employees5
Clients150
DateMar 2014
Total AUM$35M
Discretionary$33M
Non-Disc.$2M
Employees5
Clients150
DateMar 2014
Total AUM$35M
Discretionary$33M
Non-Disc.$2M
Employees5
Clients150
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0