CML WEALTH MANAGEMENT, LLC
CRD #224516 SEC #801-100467 BREA, CA (714) 494-2460
SEC Registered
Total AUM
$182.9M
Discretionary
$182.9M
Employees
3
Clients
1
Accounts
426
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2021 | $182.9M | $182.9M | $0 | 3 | 1 |
| Mar 2021 | $182.9M | $182.9M | $0 | 3 | 1 |
| Jun 2020 | $160.1M | $160.1M | $0 | 4 | 2 |
| May 2020 | $160.1M | $160.1M | $0 | 4 | 2 |
| Apr 2020 | $160.1M | $160.1M | $0 | 4 | 2 |
| Feb 2020 | $160.1M | $160.1M | $0 | 4 | 2 |
| Mar 2019 | $125.8M | $125.8M | $0 | 3 | 0 |
| Mar 2018 | $121.1M | $121.1M | $0 | 3 | 0 |
| Dec 2017 | $115.1M | $115.1M | $0 | 3 | 0 |
| Nov 2017 | $115.1M | $115.1M | $0 | 3 | 0 |
| Apr 2017 | $99M | $99M | $0 | 3 | 185 |
| Feb 2017 | $99M | $99M | $0 | 3 | 185 |
| Jan 2016 | $93.7M | $93.7M | $0 | 3 | 200 |
| Dec 2015 | $102M | $102M | $0 | 1 | 0 |
| Oct 2015 | $102M | $102M | $0 | 1 | 0 |
| Jul 2015 | $0 | $0 | $0 | 1 | 0 |
| Jun 2015 | $0 | $0 | $0 | 1 | 0 |
DateSep 2021
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees3
Clients1
DateMar 2021
Total AUM$182.9M
Discretionary$182.9M
Non-Disc.$0
Employees3
Clients1
DateJun 2020
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients2
DateMay 2020
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients2
DateApr 2020
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients2
DateFeb 2020
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees4
Clients2
DateMar 2019
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees3
Clients185
DateFeb 2017
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees3
Clients185
DateJan 2016
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees3
Clients200
DateDec 2015
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients0
DateOct 2015
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0