MWM 1835, LLC
Legal name: MWM
CRD #169912 SEC #801-78994 LA JOLLA, CA 855-696-1835
SEC Registered
Total AUM
$13.1M
Discretionary
$13.1M
Employees
9
Clients
0
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2015 | $22.3M | $22.3M | $0 | 9 | 11 |
| Mar 2015 | $22.3M | $22.3M | $0 | 9 | 11 |
| Mar 2015 | $13.1M | $13.1M | $0 | 9 | 26 |
| Mar 2015 | $13.1M | $13.1M | $0 | 9 | 26 |
| Mar 2015 | $13.1M | $13.1M | $0 | 9 | 26 |
| Jan 2015 | $13.1M | $13.1M | $0 | 9 | 26 |
| Jan 2015 | $13.1M | $13.1M | $0 | 9 | 26 |
| Jan 2015 | $13.1M | $13.1M | $0 | 9 | 26 |
| Dec 2014 | $13.1M | $13.1M | $0 | 9 | 26 |
| Nov 2014 | $13.1M | $13.1M | $0 | 5 | 26 |
| May 2014 | $104.4M | $19.1M | $85.3M | 5 | 26 |
| Jan 2014 | $0 | $0 | $0 | 5 | 0 |
| Dec 2013 | $0 | $0 | $0 | 5 | 0 |
DateMay 2015
Total AUM$22.3M
Discretionary$22.3M
Non-Disc.$0
Employees9
Clients11
DateMar 2015
Total AUM$22.3M
Discretionary$22.3M
Non-Disc.$0
Employees9
Clients11
DateMar 2015
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients26
DateJan 2015
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients26
DateJan 2015
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients26
DateJan 2015
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients26
DateDec 2014
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees9
Clients26
DateNov 2014
Total AUM$13.1M
Discretionary$13.1M
Non-Disc.$0
Employees5
Clients26
DateMay 2014
Total AUM$104.4M
Discretionary$19.1M
Non-Disc.$85.3M
Employees5
Clients26
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0