PERSONAL WEALTH PARTNERS LLC
CRD #172055 SEC #801-80198 BLOOMINGTON, MN 952-955-9781
SEC Registered
Total AUM
$631.3M
Discretionary
$631.3M
Employees
16
Clients
251
Accounts
1,857
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $631.3M | $631.3M | $0 | 16 | 19 |
| Feb 2022 | $631.3M | $631.3M | $0 | 16 | 19 |
| Dec 2021 | $587.1M | $587.1M | $0 | 19 | 19 |
| Mar 2021 | $587.1M | $587.1M | $0 | 19 | 19 |
| Mar 2021 | $587.1M | $587.1M | $0 | 19 | 19 |
| Jan 2021 | $570.5M | $570.5M | $0 | 19 | 45 |
| Dec 2020 | $570.5M | $570.5M | $0 | 19 | 45 |
| Sep 2020 | $570.5M | $570.5M | $0 | 19 | 45 |
| Jun 2020 | $570.5M | $570.5M | $0 | 19 | 45 |
| Mar 2020 | $570.5M | $570.5M | $0 | 19 | 45 |
| Jan 2020 | $488.7M | $488.7M | $0 | 10 | 42 |
| Jan 2020 | $488.7M | $488.7M | $0 | 10 | 42 |
| Dec 2019 | $488.7M | $488.7M | $0 | 10 | 42 |
| Dec 2019 | $488.7M | $488.7M | $0 | 10 | 42 |
| Apr 2019 | $488.7M | $488.7M | $0 | 10 | 42 |
| Mar 2019 | $488.7M | $488.7M | $0 | 10 | 42 |
| Dec 2018 | $449M | $449M | $0 | 11 | 45 |
| Jun 2018 | $449M | $449M | $0 | 11 | 45 |
| Mar 2018 | $449M | $449M | $0 | 11 | 45 |
| Mar 2017 | $364.7M | $364.7M | $0 | 10 | 800 |
| Nov 2016 | $270M | $270M | $0 | 10 | 500 |
| Apr 2016 | $266M | $266M | $0 | 8 | 500 |
| Mar 2016 | $266M | $266M | $0 | 8 | 500 |
| Jul 2015 | $251M | $251M | $0 | 9 | 400 |
| Mar 2015 | $251M | $251M | $0 | 9 | 400 |
| Dec 2014 | $173.5M | $173.5M | $0 | 9 | 11 |
| Aug 2014 | $0 | $0 | $0 | 4 | 0 |
DateAug 2022
Total AUM$631.3M
Discretionary$631.3M
Non-Disc.$0
Employees16
Clients19
DateFeb 2022
Total AUM$631.3M
Discretionary$631.3M
Non-Disc.$0
Employees16
Clients19
DateDec 2021
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees19
Clients19
DateMar 2021
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees19
Clients19
DateMar 2021
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees19
Clients19
DateJan 2021
Total AUM$570.5M
Discretionary$570.5M
Non-Disc.$0
Employees19
Clients45
DateDec 2020
Total AUM$570.5M
Discretionary$570.5M
Non-Disc.$0
Employees19
Clients45
DateSep 2020
Total AUM$570.5M
Discretionary$570.5M
Non-Disc.$0
Employees19
Clients45
DateJun 2020
Total AUM$570.5M
Discretionary$570.5M
Non-Disc.$0
Employees19
Clients45
DateMar 2020
Total AUM$570.5M
Discretionary$570.5M
Non-Disc.$0
Employees19
Clients45
DateJan 2020
Total AUM$488.7M
Discretionary$488.7M
Non-Disc.$0
Employees10
Clients42
DateJan 2020
Total AUM$488.7M
Discretionary$488.7M
Non-Disc.$0
Employees10
Clients42
DateDec 2019
Total AUM$488.7M
Discretionary$488.7M
Non-Disc.$0
Employees10
Clients42
DateDec 2019
Total AUM$488.7M
Discretionary$488.7M
Non-Disc.$0
Employees10
Clients42
DateApr 2019
Total AUM$488.7M
Discretionary$488.7M
Non-Disc.$0
Employees10
Clients42
DateMar 2019
Total AUM$488.7M
Discretionary$488.7M
Non-Disc.$0
Employees10
Clients42
DateDec 2018
Total AUM$449M
Discretionary$449M
Non-Disc.$0
Employees11
Clients45
DateJun 2018
Total AUM$449M
Discretionary$449M
Non-Disc.$0
Employees11
Clients45
DateMar 2018
Total AUM$449M
Discretionary$449M
Non-Disc.$0
Employees11
Clients45
DateMar 2017
Total AUM$364.7M
Discretionary$364.7M
Non-Disc.$0
Employees10
Clients800
DateNov 2016
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees10
Clients500
DateApr 2016
Total AUM$266M
Discretionary$266M
Non-Disc.$0
Employees8
Clients500
DateMar 2016
Total AUM$266M
Discretionary$266M
Non-Disc.$0
Employees8
Clients500
DateJul 2015
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees9
Clients400
DateMar 2015
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees9
Clients400
DateDec 2014
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees9
Clients11
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0