MY WEALTH MANAGEMENT, INC.
Legal name: MY WEALTH MANAGEMENT, INC
CRD #168566 SEC #801-78477 GERMANTOWN, MD 301-330-7900
SEC Registered
Total AUM
$156.2M
Discretionary
$141.6M
Employees
2
Clients
0
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $156.2M | $141.6M | $14.6M | 2 | 0 |
| Aug 2025 | $151.7M | $134.2M | $17.5M | 2 | 0 |
| Oct 2024 | $151.7M | $134.2M | $17.5M | 2 | 0 |
| May 2024 | $148.9M | $145.2M | $3.8M | 1 | 0 |
| Nov 2023 | $148.9M | $145.2M | $3.8M | 1 | 0 |
| Oct 2022 | $135.2M | $115.6M | $19.6M | 1 | 0 |
| Oct 2021 | $154.7M | $150M | $4.7M | 1 | 0 |
| Oct 2021 | $154.7M | $150M | $4.7M | 1 | 0 |
| Mar 2021 | $128.4M | $125.4M | $2.9M | 1 | 0 |
| Oct 2020 | $128.4M | $125.4M | $2.9M | 1 | 0 |
| Oct 2020 | $128.4M | $125.4M | $2.9M | 1 | 0 |
| Oct 2020 | $130.5M | $104.5M | $26M | 1 | 0 |
| Jul 2020 | $130.5M | $104.5M | $26M | 1 | 0 |
| Jul 2020 | $130.5M | $104.5M | $26M | 1 | 0 |
| Nov 2019 | $130.5M | $104.5M | $26M | 1 | 0 |
| Jun 2019 | $132.1M | $108.4M | $23.7M | 1 | 0 |
| Oct 2018 | $132.1M | $108.4M | $23.7M | 1 | 0 |
| Nov 2017 | $134.8M | $110.6M | $24.2M | 1 | 0 |
| Nov 2017 | $134M | $110M | $24M | 1 | 0 |
| Oct 2016 | $96.9M | $96.1M | $800K | 1 | 100 |
| Oct 2016 | $96.9M | $96.1M | $800K | 1 | 100 |
| Oct 2015 | $105.7M | $105.7M | $0 | 1 | 125 |
| Apr 2015 | $107.4M | $107M | $360K | 1 | 155 |
| Mar 2015 | $107.4M | $107M | $360K | 1 | 155 |
| Oct 2014 | $107.4M | $107M | $360K | 1 | 155 |
| Feb 2014 | $100.5M | $100.5M | $0 | 2 | 0 |
| Nov 2013 | $101.1M | $101.1M | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$156.2M
Discretionary$141.6M
Non-Disc.$14.6M
Employees2
Clients0
DateAug 2025
Total AUM$151.7M
Discretionary$134.2M
Non-Disc.$17.5M
Employees2
Clients0
DateOct 2024
Total AUM$151.7M
Discretionary$134.2M
Non-Disc.$17.5M
Employees2
Clients0
DateMay 2024
Total AUM$148.9M
Discretionary$145.2M
Non-Disc.$3.8M
Employees1
Clients0
DateNov 2023
Total AUM$148.9M
Discretionary$145.2M
Non-Disc.$3.8M
Employees1
Clients0
DateOct 2022
Total AUM$135.2M
Discretionary$115.6M
Non-Disc.$19.6M
Employees1
Clients0
DateOct 2021
Total AUM$154.7M
Discretionary$150M
Non-Disc.$4.7M
Employees1
Clients0
DateOct 2021
Total AUM$154.7M
Discretionary$150M
Non-Disc.$4.7M
Employees1
Clients0
DateMar 2021
Total AUM$128.4M
Discretionary$125.4M
Non-Disc.$2.9M
Employees1
Clients0
DateOct 2020
Total AUM$128.4M
Discretionary$125.4M
Non-Disc.$2.9M
Employees1
Clients0
DateOct 2020
Total AUM$128.4M
Discretionary$125.4M
Non-Disc.$2.9M
Employees1
Clients0
DateOct 2020
Total AUM$130.5M
Discretionary$104.5M
Non-Disc.$26M
Employees1
Clients0
DateJul 2020
Total AUM$130.5M
Discretionary$104.5M
Non-Disc.$26M
Employees1
Clients0
DateJul 2020
Total AUM$130.5M
Discretionary$104.5M
Non-Disc.$26M
Employees1
Clients0
DateNov 2019
Total AUM$130.5M
Discretionary$104.5M
Non-Disc.$26M
Employees1
Clients0
DateJun 2019
Total AUM$132.1M
Discretionary$108.4M
Non-Disc.$23.7M
Employees1
Clients0
DateOct 2018
Total AUM$132.1M
Discretionary$108.4M
Non-Disc.$23.7M
Employees1
Clients0
DateNov 2017
Total AUM$134.8M
Discretionary$110.6M
Non-Disc.$24.2M
Employees1
Clients0
DateNov 2017
Total AUM$134M
Discretionary$110M
Non-Disc.$24M
Employees1
Clients0
DateOct 2016
Total AUM$96.9M
Discretionary$96.1M
Non-Disc.$800K
Employees1
Clients100
DateOct 2016
Total AUM$96.9M
Discretionary$96.1M
Non-Disc.$800K
Employees1
Clients100
DateOct 2015
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees1
Clients125
DateApr 2015
Total AUM$107.4M
Discretionary$107M
Non-Disc.$360K
Employees1
Clients155
DateMar 2015
Total AUM$107.4M
Discretionary$107M
Non-Disc.$360K
Employees1
Clients155
DateOct 2014
Total AUM$107.4M
Discretionary$107M
Non-Disc.$360K
Employees1
Clients155
DateFeb 2014
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2013
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0