WD RUTHERFORD LLC
Legal name: RUTHERFORD INVESTMENT MANAGEMENT
CRD #167545 SEC #801-117368 PORTLAND, OR 503-452-1210
SEC Registered
Total AUM
$216.4M
Discretionary
$216.4M
Employees
4
Clients
0
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $216.4M | $216.4M | $0 | 4 | 0 |
| Jan 2025 | $216.4M | $216.4M | $0 | 4 | 0 |
| Jul 2024 | $173.4M | $173.4M | $0 | 4 | 0 |
| May 2024 | $173.4M | $173.4M | $0 | 4 | 0 |
| Feb 2024 | $173.4M | $173.4M | $0 | 3 | 0 |
| Jan 2024 | $173.4M | $173.4M | $0 | 3 | 0 |
| Jan 2023 | $132.9M | $132.9M | $0 | 3 | 0 |
| May 2022 | $201.5M | $201.5M | $0 | 3 | 0 |
| Mar 2022 | $201.5M | $201.5M | $0 | 3 | 0 |
| Feb 2022 | $201.5M | $201.5M | $0 | 3 | 0 |
| Mar 2021 | $161.5M | $161.4M | $88.6K | 3 | 0 |
| Sep 2020 | $102.1M | $102.1M | $0 | 3 | 0 |
| Jun 2020 | $102.1M | $102.1M | $0 | 3 | 0 |
| Mar 2020 | $102.1M | $102.1M | $0 | 3 | 0 |
| Feb 2020 | $102.1M | $102.1M | $0 | 3 | 0 |
| Aug 2019 | $101.4M | $101.4M | $0 | 3 | 0 |
DateJun 2025
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$173.4M
Discretionary$173.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$201.5M
Discretionary$201.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$161.5M
Discretionary$161.4M
Non-Disc.$88.6K
Employees3
Clients0
DateSep 2020
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees3
Clients0