CLEARBRIDGE WEALTH MANAGEMENT, INC
CRD #169169 SEC #801-78640 ATLANTA, GA 770-350-9605
SEC Registered
Total AUM
$275.2M
Discretionary
$275.2M
Employees
3
Clients
1
Accounts
217
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $275.2M | $275.2M | $0 | 3 | 0 |
| Mar 2022 | $296.8M | $296.8M | $0 | 3 | 0 |
| Mar 2021 | $255.2M | $255.2M | $0 | 3 | 0 |
| Jun 2020 | $229.2M | $229.2M | $0 | 3 | 0 |
| Mar 2020 | $229.2M | $229.2M | $0 | 3 | 0 |
| Dec 2019 | $187.1M | $187.1M | $0 | 3 | 0 |
| Mar 2019 | $187.1M | $187.1M | $0 | 3 | 0 |
| Mar 2018 | $186.7M | $186.7M | $0 | 4 | 4 |
| Mar 2017 | $166.9M | $166.9M | $0 | 4 | 200 |
| Mar 2016 | $142.2M | $142.2M | $0 | 4 | 200 |
| Oct 2015 | $141.7M | $141.7M | $0 | 4 | 100 |
| Mar 2015 | $141.7M | $141.7M | $0 | 4 | 100 |
| Jan 2014 | $126.6M | $126.6M | $0 | 2 | 0 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2023
Total AUM$275.2M
Discretionary$275.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$255.2M
Discretionary$255.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$229.2M
Discretionary$229.2M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees4
Clients4
DateMar 2017
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees4
Clients200
DateOct 2015
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees4
Clients100
DateJan 2014
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0