TYLER-STONE WEALTH MANAGEMENT, LLC
CRD #173667 SEC #801-80876 BEACHWOOD, OH 216-295-0945
SEC Registered
Total AUM
$598.9M
Discretionary
$598.9M
Employees
25
Clients
10
Accounts
1,818
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $598.9M | $598.9M | $0 | 25 | 6 |
| Mar 2025 | $598.9M | $598.9M | $0 | 25 | 6 |
| Mar 2024 | $460.3M | $459.9M | $368.5K | 26 | 4 |
| Mar 2024 | $460.3M | $459.9M | $368.5K | 26 | 4 |
| Mar 2024 | $460.3M | $459.9M | $368.5K | 26 | 4 |
| Apr 2023 | $390.7M | $390.4M | $352.7K | 25 | 5 |
| Apr 2023 | $390.7M | $390.4M | $352.7K | 25 | 5 |
| Mar 2023 | $390.7M | $390.4M | $352.7K | 25 | 5 |
| Sep 2022 | $467.4M | $461.1M | $6.3M | 19 | 2 |
| Apr 2022 | $467.4M | $461.1M | $6.3M | 19 | 2 |
| Mar 2022 | $467.4M | $461.1M | $6.3M | 19 | 2 |
| Nov 2021 | $348.4M | $342.6M | $5.8M | 19 | 4 |
| Apr 2021 | $348.4M | $342.6M | $5.8M | 19 | 4 |
| Apr 2021 | $348.4M | $342.6M | $5.8M | 19 | 4 |
| Mar 2021 | $348.4M | $342.6M | $5.8M | 19 | 4 |
| Jan 2021 | $309.2M | $304.4M | $4.8M | 19 | 2 |
| Jun 2020 | $309.2M | $304.4M | $4.8M | 19 | 2 |
| Jun 2020 | $309.2M | $304.4M | $4.8M | 19 | 2 |
| Jun 2020 | $309.2M | $304.4M | $4.8M | 19 | 2 |
| Mar 2020 | $309.2M | $304.4M | $4.8M | 19 | 2 |
| Jun 2019 | $204.1M | $199.6M | $4.5M | 15 | 3 |
| Jan 2019 | $204.1M | $199.6M | $4.5M | 15 | 3 |
| Dec 2018 | $172M | $168M | $4M | 15 | 4 |
| May 2018 | $172M | $168M | $4M | 15 | 4 |
| Apr 2018 | $172M | $168M | $4M | 15 | 4 |
| Mar 2018 | $172M | $168M | $4M | 15 | 4 |
| Mar 2018 | $172M | $168M | $4M | 15 | 4 |
| Dec 2017 | $150M | $150M | $0 | 15 | 4 |
| Sep 2017 | $150M | $150M | $0 | 15 | 500 |
| Aug 2017 | $150M | $150M | $0 | 15 | 500 |
| Apr 2017 | $150M | $150M | $0 | 15 | 500 |
| Mar 2017 | $150M | $150M | $0 | 15 | 500 |
| Dec 2016 | $130M | $130M | $0 | 16 | 400 |
| Feb 2016 | $130M | $130M | $0 | 16 | 400 |
| May 2015 | $117M | $117M | $0 | 21 | 0 |
| Feb 2015 | $0 | $0 | $0 | 21 | 0 |
| Jan 2015 | $0 | $0 | $0 | 21 | 0 |
DateJun 2025
Total AUM$598.9M
Discretionary$598.9M
Non-Disc.$0
Employees25
Clients6
DateMar 2025
Total AUM$598.9M
Discretionary$598.9M
Non-Disc.$0
Employees25
Clients6
DateMar 2024
Total AUM$460.3M
Discretionary$459.9M
Non-Disc.$368.5K
Employees26
Clients4
DateMar 2024
Total AUM$460.3M
Discretionary$459.9M
Non-Disc.$368.5K
Employees26
Clients4
DateMar 2024
Total AUM$460.3M
Discretionary$459.9M
Non-Disc.$368.5K
Employees26
Clients4
DateApr 2023
Total AUM$390.7M
Discretionary$390.4M
Non-Disc.$352.7K
Employees25
Clients5
DateApr 2023
Total AUM$390.7M
Discretionary$390.4M
Non-Disc.$352.7K
Employees25
Clients5
DateMar 2023
Total AUM$390.7M
Discretionary$390.4M
Non-Disc.$352.7K
Employees25
Clients5
DateSep 2022
Total AUM$467.4M
Discretionary$461.1M
Non-Disc.$6.3M
Employees19
Clients2
DateApr 2022
Total AUM$467.4M
Discretionary$461.1M
Non-Disc.$6.3M
Employees19
Clients2
DateMar 2022
Total AUM$467.4M
Discretionary$461.1M
Non-Disc.$6.3M
Employees19
Clients2
DateNov 2021
Total AUM$348.4M
Discretionary$342.6M
Non-Disc.$5.8M
Employees19
Clients4
DateApr 2021
Total AUM$348.4M
Discretionary$342.6M
Non-Disc.$5.8M
Employees19
Clients4
DateApr 2021
Total AUM$348.4M
Discretionary$342.6M
Non-Disc.$5.8M
Employees19
Clients4
DateMar 2021
Total AUM$348.4M
Discretionary$342.6M
Non-Disc.$5.8M
Employees19
Clients4
DateJan 2021
Total AUM$309.2M
Discretionary$304.4M
Non-Disc.$4.8M
Employees19
Clients2
DateJun 2020
Total AUM$309.2M
Discretionary$304.4M
Non-Disc.$4.8M
Employees19
Clients2
DateJun 2020
Total AUM$309.2M
Discretionary$304.4M
Non-Disc.$4.8M
Employees19
Clients2
DateJun 2020
Total AUM$309.2M
Discretionary$304.4M
Non-Disc.$4.8M
Employees19
Clients2
DateMar 2020
Total AUM$309.2M
Discretionary$304.4M
Non-Disc.$4.8M
Employees19
Clients2
DateJun 2019
Total AUM$204.1M
Discretionary$199.6M
Non-Disc.$4.5M
Employees15
Clients3
DateJan 2019
Total AUM$204.1M
Discretionary$199.6M
Non-Disc.$4.5M
Employees15
Clients3
DateDec 2018
Total AUM$172M
Discretionary$168M
Non-Disc.$4M
Employees15
Clients4
DateMay 2018
Total AUM$172M
Discretionary$168M
Non-Disc.$4M
Employees15
Clients4
DateApr 2018
Total AUM$172M
Discretionary$168M
Non-Disc.$4M
Employees15
Clients4
DateMar 2018
Total AUM$172M
Discretionary$168M
Non-Disc.$4M
Employees15
Clients4
DateMar 2018
Total AUM$172M
Discretionary$168M
Non-Disc.$4M
Employees15
Clients4
DateDec 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees15
Clients4
DateSep 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees15
Clients500
DateAug 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees15
Clients500
DateApr 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees15
Clients500
DateMar 2017
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees15
Clients500
DateDec 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees16
Clients400
DateFeb 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees16
Clients400
DateMay 2015
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees21
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees21
Clients0