BERGQUIST WANG, LLC
CRD #167570 SEC #801-77980 SANTA BARBARA, CA 805-568-5313
SEC Registered
Total AUM
$73.5M
Discretionary
$57.3M
Employees
4
Clients
26
Accounts
110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $73.5M | $57.3M | $16.2M | 4 | 0 |
| Jul 2021 | $73.5M | $57.3M | $16.2M | 4 | 0 |
| Jun 2021 | $73.5M | $57.3M | $16.2M | 4 | 0 |
| Mar 2021 | $73.5M | $57.3M | $16.2M | 4 | 0 |
| Jun 2020 | $94.2M | $50.4M | $43.8M | 4 | 0 |
| Mar 2020 | $94.2M | $50.4M | $43.8M | 4 | 0 |
| Mar 2019 | $98.5M | $66.8M | $31.7M | 4 | 0 |
| Mar 2018 | $127.2M | $61.3M | $65.9M | 3 | 0 |
| Mar 2017 | $129.6M | $51.3M | $78.3M | 3 | 26 |
| Mar 2016 | $122.2M | $54.3M | $67.9M | 3 | 26 |
| Mar 2015 | $131.1M | $55.6M | $75.5M | 3 | 26 |
| Mar 2014 | $136.3M | $57.3M | $79M | 4 | 26 |
| Apr 2013 | $131.8M | $51.8M | $79.9M | 4 | 26 |
DateAug 2021
Total AUM$73.5M
Discretionary$57.3M
Non-Disc.$16.2M
Employees4
Clients0
DateJul 2021
Total AUM$73.5M
Discretionary$57.3M
Non-Disc.$16.2M
Employees4
Clients0
DateJun 2021
Total AUM$73.5M
Discretionary$57.3M
Non-Disc.$16.2M
Employees4
Clients0
DateMar 2021
Total AUM$73.5M
Discretionary$57.3M
Non-Disc.$16.2M
Employees4
Clients0
DateJun 2020
Total AUM$94.2M
Discretionary$50.4M
Non-Disc.$43.8M
Employees4
Clients0
DateMar 2020
Total AUM$94.2M
Discretionary$50.4M
Non-Disc.$43.8M
Employees4
Clients0
DateMar 2019
Total AUM$98.5M
Discretionary$66.8M
Non-Disc.$31.7M
Employees4
Clients0
DateMar 2018
Total AUM$127.2M
Discretionary$61.3M
Non-Disc.$65.9M
Employees3
Clients0
DateMar 2017
Total AUM$129.6M
Discretionary$51.3M
Non-Disc.$78.3M
Employees3
Clients26
DateMar 2016
Total AUM$122.2M
Discretionary$54.3M
Non-Disc.$67.9M
Employees3
Clients26
DateMar 2015
Total AUM$131.1M
Discretionary$55.6M
Non-Disc.$75.5M
Employees3
Clients26
DateMar 2014
Total AUM$136.3M
Discretionary$57.3M
Non-Disc.$79M
Employees4
Clients26
DateApr 2013
Total AUM$131.8M
Discretionary$51.8M
Non-Disc.$79.9M
Employees4
Clients26