NEW MARKET WEALTH MANAGEMENT, LLC
CRD #171031 SEC #801-110574 IRVINE, CA 657-900-1899
SEC Registered
Total AUM
$239.6M
Discretionary
$218M
Employees
6
Clients
0
Accounts
359
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $239.6M | $218M | $21.6M | 6 | 0 |
| Mar 2021 | $239.6M | $218M | $21.6M | 6 | 0 |
| Jun 2020 | $208.5M | $192.6M | $16M | 6 | 0 |
| Mar 2020 | $208.5M | $192.6M | $16M | 6 | 0 |
| Jan 2020 | $168.9M | $160.4M | $8.5M | 6 | 0 |
| Mar 2019 | $168.9M | $160.4M | $8.5M | 6 | 0 |
| Oct 2018 | $148.3M | $148.3M | $0 | 8 | 0 |
| Aug 2018 | $148.3M | $148.3M | $0 | 8 | 0 |
| Mar 2018 | $148.3M | $148.3M | $0 | 8 | 0 |
| May 2017 | $100.2M | $100.2M | $0 | 7 | 26 |
DateFeb 2022
Total AUM$239.6M
Discretionary$218M
Non-Disc.$21.6M
Employees6
Clients0
DateMar 2021
Total AUM$239.6M
Discretionary$218M
Non-Disc.$21.6M
Employees6
Clients0
DateJun 2020
Total AUM$208.5M
Discretionary$192.6M
Non-Disc.$16M
Employees6
Clients0
DateMar 2020
Total AUM$208.5M
Discretionary$192.6M
Non-Disc.$16M
Employees6
Clients0
DateJan 2020
Total AUM$168.9M
Discretionary$160.4M
Non-Disc.$8.5M
Employees6
Clients0
DateMar 2019
Total AUM$168.9M
Discretionary$160.4M
Non-Disc.$8.5M
Employees6
Clients0
DateOct 2018
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees8
Clients0
DateMay 2017
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees7
Clients26