WAKEFIELD WEALTH MANAGEMENT, LLLP
CRD #173997 SEC #801-80693 ENGLEWOOD, CO 303-771-0630
SEC Registered
Total AUM
$388.3M
Discretionary
$308.6M
Employees
9
Clients
101
Accounts
619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $388.3M | $308.6M | $79.7M | 9 | 0 |
| Mar 2025 | $388.3M | $308.6M | $79.7M | 9 | 0 |
| Mar 2024 | $369.1M | $291.5M | $77.6M | 10 | 0 |
| Jul 2023 | $342.6M | $270.2M | $72.4M | 10 | 0 |
| Mar 2023 | $342.6M | $270.2M | $72.4M | 10 | 0 |
| Mar 2022 | $375.6M | $300.7M | $74.9M | 8 | 4 |
| Mar 2021 | $325M | $249.5M | $75.5M | 7 | 4 |
| Jun 2020 | $291.7M | $223.9M | $67.8M | 7 | 4 |
| Mar 2020 | $291.7M | $223.9M | $67.8M | 7 | 4 |
| Dec 2019 | $233.3M | $178.9M | $54.3M | 7 | 4 |
| Dec 2019 | $233.3M | $178.9M | $54.3M | 7 | 4 |
| Mar 2019 | $233.3M | $178.9M | $54.3M | 7 | 4 |
| Mar 2018 | $244.2M | $209.9M | $34.3M | 7 | 5 |
| Mar 2017 | $219.8M | $171.6M | $48.2M | 7 | 100 |
| Mar 2016 | $167.5M | $144.9M | $22.6M | 8 | 100 |
| Dec 2014 | $0 | $0 | $0 | 8 | 0 |
| Dec 2014 | $0 | $0 | $0 | 8 | 0 |
DateApr 2025
Total AUM$388.3M
Discretionary$308.6M
Non-Disc.$79.7M
Employees9
Clients0
DateMar 2025
Total AUM$388.3M
Discretionary$308.6M
Non-Disc.$79.7M
Employees9
Clients0
DateMar 2024
Total AUM$369.1M
Discretionary$291.5M
Non-Disc.$77.6M
Employees10
Clients0
DateJul 2023
Total AUM$342.6M
Discretionary$270.2M
Non-Disc.$72.4M
Employees10
Clients0
DateMar 2023
Total AUM$342.6M
Discretionary$270.2M
Non-Disc.$72.4M
Employees10
Clients0
DateMar 2022
Total AUM$375.6M
Discretionary$300.7M
Non-Disc.$74.9M
Employees8
Clients4
DateMar 2021
Total AUM$325M
Discretionary$249.5M
Non-Disc.$75.5M
Employees7
Clients4
DateJun 2020
Total AUM$291.7M
Discretionary$223.9M
Non-Disc.$67.8M
Employees7
Clients4
DateMar 2020
Total AUM$291.7M
Discretionary$223.9M
Non-Disc.$67.8M
Employees7
Clients4
DateDec 2019
Total AUM$233.3M
Discretionary$178.9M
Non-Disc.$54.3M
Employees7
Clients4
DateDec 2019
Total AUM$233.3M
Discretionary$178.9M
Non-Disc.$54.3M
Employees7
Clients4
DateMar 2019
Total AUM$233.3M
Discretionary$178.9M
Non-Disc.$54.3M
Employees7
Clients4
DateMar 2018
Total AUM$244.2M
Discretionary$209.9M
Non-Disc.$34.3M
Employees7
Clients5
DateMar 2017
Total AUM$219.8M
Discretionary$171.6M
Non-Disc.$48.2M
Employees7
Clients100
DateMar 2016
Total AUM$167.5M
Discretionary$144.9M
Non-Disc.$22.6M
Employees8
Clients100
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0