MYLES WEALTH MANAGEMENT, LLC
CRD #169635 SEC #801-78851 FLORIDA, NY 845-651-3070
SEC Registered
Total AUM
$97.1M
Discretionary
$97.1M
Employees
5
Clients
10
Accounts
466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $97.1M | $97.1M | $0 | 5 | 18 |
| May 2024 | $119.4M | $119.4M | $0 | 5 | 25 |
| May 2024 | $119.4M | $119.4M | $0 | 5 | 25 |
| Mar 2024 | $119.4M | $119.4M | $0 | 5 | 25 |
| Mar 2023 | $107.8M | $107.8M | $0 | 5 | 13 |
| Mar 2022 | $124.4M | $124.4M | $0 | 5 | 121 |
| Sep 2021 | $97.6M | $97.6M | $0 | 5 | 5 |
| Mar 2021 | $97.6M | $97.6M | $0 | 5 | 5 |
| Jun 2020 | $90.3M | $90.3M | $0 | 5 | 5 |
| Mar 2020 | $90.3M | $90.3M | $0 | 5 | 5 |
| Mar 2019 | $73.9M | $73.9M | $0 | 5 | 5 |
| Aug 2018 | $71.9M | $71.9M | $0 | 5 | 0 |
| Apr 2018 | $71.9M | $71.9M | $0 | 5 | 0 |
| Feb 2017 | $71.9M | $71.9M | $0 | 9 | 300 |
| Mar 2016 | $64.4M | $64.4M | $0 | 9 | 400 |
| Feb 2015 | $53.7M | $53.7M | $0 | 2 | 300 |
| Mar 2014 | $63.9M | $63.9M | $0 | 2 | 300 |
| Jan 2014 | $63.9M | $63.9M | $0 | 2 | 300 |
| Dec 2013 | $63.9M | $63.9M | $0 | 2 | 300 |
| Nov 2013 | $63.9M | $63.9M | $0 | 2 | 300 |
DateMar 2025
Total AUM$97.1M
Discretionary$97.1M
Non-Disc.$0
Employees5
Clients18
DateMay 2024
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees5
Clients25
DateMay 2024
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees5
Clients25
DateMar 2024
Total AUM$119.4M
Discretionary$119.4M
Non-Disc.$0
Employees5
Clients25
DateMar 2023
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees5
Clients13
DateMar 2022
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees5
Clients121
DateSep 2021
Total AUM$97.6M
Discretionary$97.6M
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$97.6M
Discretionary$97.6M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$90.3M
Discretionary$90.3M
Non-Disc.$0
Employees5
Clients5
DateMar 2019
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees5
Clients5
DateAug 2018
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2017
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees9
Clients300
DateMar 2016
Total AUM$64.4M
Discretionary$64.4M
Non-Disc.$0
Employees9
Clients400
DateFeb 2015
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees2
Clients300
DateMar 2014
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees2
Clients300
DateJan 2014
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees2
Clients300
DateDec 2013
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees2
Clients300
DateNov 2013
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees2
Clients300