DEYOE WEALTH MANAGEMENT, INC.
Legal name: MINDFUL MONEY
CRD #170130 SEC #801-79017 BERKELEY, CA 510-848-0012
SEC Registered
Total AUM
$294.9M
Discretionary
$294.9M
Employees
7
Clients
11
Accounts
732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $294.9M | $294.9M | $0 | 7 | 15 |
| Feb 2021 | $294.9M | $294.9M | $0 | 7 | 15 |
| Jul 2020 | $252.8M | $247.4M | $5.4M | 7 | 22 |
| Jun 2020 | $252.8M | $247.4M | $5.4M | 7 | 22 |
| Jan 2020 | $252.8M | $247.4M | $5.4M | 7 | 22 |
| Dec 2019 | $208M | $201M | $7M | 5 | 0 |
| Mar 2019 | $208M | $201M | $7M | 5 | 0 |
| Mar 2018 | $274.3M | $267.3M | $7M | 5 | 0 |
| Jun 2017 | $225M | $218M | $7M | 6 | 200 |
| Mar 2017 | $225M | $218M | $7M | 6 | 200 |
| Dec 2016 | $208M | $200.3M | $7.7M | 5 | 225 |
| Dec 2016 | $208M | $200.3M | $7.7M | 5 | 225 |
| Sep 2016 | $208M | $200.3M | $7.7M | 5 | 225 |
| Jan 2016 | $208M | $200.3M | $7.7M | 5 | 225 |
| Jan 2016 | $208M | $200.3M | $7.7M | 5 | 225 |
| Jan 2016 | $208M | $200.3M | $7.7M | 5 | 225 |
| Oct 2015 | $174M | $174M | $0 | 6 | 220 |
| Feb 2015 | $174M | $174M | $0 | 5 | 220 |
| Apr 2014 | $113M | $113M | $0 | 4 | 0 |
| Jan 2014 | $0 | $0 | $0 | 4 | 0 |
| Dec 2013 | $0 | $0 | $0 | 4 | 0 |
DateApr 2021
Total AUM$294.9M
Discretionary$294.9M
Non-Disc.$0
Employees7
Clients15
DateFeb 2021
Total AUM$294.9M
Discretionary$294.9M
Non-Disc.$0
Employees7
Clients15
DateJul 2020
Total AUM$252.8M
Discretionary$247.4M
Non-Disc.$5.4M
Employees7
Clients22
DateJun 2020
Total AUM$252.8M
Discretionary$247.4M
Non-Disc.$5.4M
Employees7
Clients22
DateJan 2020
Total AUM$252.8M
Discretionary$247.4M
Non-Disc.$5.4M
Employees7
Clients22
DateDec 2019
Total AUM$208M
Discretionary$201M
Non-Disc.$7M
Employees5
Clients0
DateMar 2019
Total AUM$208M
Discretionary$201M
Non-Disc.$7M
Employees5
Clients0
DateMar 2018
Total AUM$274.3M
Discretionary$267.3M
Non-Disc.$7M
Employees5
Clients0
DateJun 2017
Total AUM$225M
Discretionary$218M
Non-Disc.$7M
Employees6
Clients200
DateMar 2017
Total AUM$225M
Discretionary$218M
Non-Disc.$7M
Employees6
Clients200
DateDec 2016
Total AUM$208M
Discretionary$200.3M
Non-Disc.$7.7M
Employees5
Clients225
DateDec 2016
Total AUM$208M
Discretionary$200.3M
Non-Disc.$7.7M
Employees5
Clients225
DateSep 2016
Total AUM$208M
Discretionary$200.3M
Non-Disc.$7.7M
Employees5
Clients225
DateJan 2016
Total AUM$208M
Discretionary$200.3M
Non-Disc.$7.7M
Employees5
Clients225
DateJan 2016
Total AUM$208M
Discretionary$200.3M
Non-Disc.$7.7M
Employees5
Clients225
DateJan 2016
Total AUM$208M
Discretionary$200.3M
Non-Disc.$7.7M
Employees5
Clients225
DateOct 2015
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees6
Clients220
DateFeb 2015
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees5
Clients220
DateApr 2014
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees4
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0