TORCH WEALTH MANAGEMENT LLC
CRD #168815 SEC #801-78474 CINCINNATI, OH 513-285-7080
SEC Registered
Total AUM
$264.8M
Discretionary
$264.3M
Employees
4
Clients
1
Accounts
371
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $264.8M | $264.3M | $511.3K | 4 | 0 |
| Mar 2018 | $264.4M | $263.2M | $1.2M | 4 | 0 |
| Nov 2017 | $242.7M | $241.5M | $1.2M | 4 | 0 |
| Mar 2017 | $242.7M | $241.5M | $1.2M | 4 | 136 |
| Jan 2017 | $242.7M | $241.5M | $1.2M | 4 | 136 |
| Aug 2016 | $234.3M | $234.1M | $118.5K | 4 | 125 |
| Feb 2016 | $234.3M | $234.1M | $118.5K | 4 | 125 |
| Oct 2015 | $237.5M | $233.8M | $3.7M | 4 | 26 |
| Jan 2015 | $237.5M | $233.8M | $3.7M | 4 | 26 |
| Jan 2015 | $237.5M | $233.8M | $3.7M | 4 | 26 |
| Apr 2014 | $210.6M | $210.2M | $364.7K | 4 | 26 |
| Apr 2014 | $210.6M | $210.2M | $364.7K | 4 | 26 |
| Jan 2014 | $210.6M | $210.2M | $364.7K | 4 | 26 |
| Nov 2013 | $205.3M | $205.1M | $269.8K | 4 | 26 |
| Sep 2013 | $0 | $0 | $0 | 4 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2019
Total AUM$264.8M
Discretionary$264.3M
Non-Disc.$511.3K
Employees4
Clients0
DateMar 2018
Total AUM$264.4M
Discretionary$263.2M
Non-Disc.$1.2M
Employees4
Clients0
DateNov 2017
Total AUM$242.7M
Discretionary$241.5M
Non-Disc.$1.2M
Employees4
Clients0
DateMar 2017
Total AUM$242.7M
Discretionary$241.5M
Non-Disc.$1.2M
Employees4
Clients136
DateJan 2017
Total AUM$242.7M
Discretionary$241.5M
Non-Disc.$1.2M
Employees4
Clients136
DateAug 2016
Total AUM$234.3M
Discretionary$234.1M
Non-Disc.$118.5K
Employees4
Clients125
DateFeb 2016
Total AUM$234.3M
Discretionary$234.1M
Non-Disc.$118.5K
Employees4
Clients125
DateOct 2015
Total AUM$237.5M
Discretionary$233.8M
Non-Disc.$3.7M
Employees4
Clients26
DateJan 2015
Total AUM$237.5M
Discretionary$233.8M
Non-Disc.$3.7M
Employees4
Clients26
DateJan 2015
Total AUM$237.5M
Discretionary$233.8M
Non-Disc.$3.7M
Employees4
Clients26
DateApr 2014
Total AUM$210.6M
Discretionary$210.2M
Non-Disc.$364.7K
Employees4
Clients26
DateApr 2014
Total AUM$210.6M
Discretionary$210.2M
Non-Disc.$364.7K
Employees4
Clients26
DateJan 2014
Total AUM$210.6M
Discretionary$210.2M
Non-Disc.$364.7K
Employees4
Clients26
DateNov 2013
Total AUM$205.3M
Discretionary$205.1M
Non-Disc.$269.8K
Employees4
Clients26
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
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