ESB WEALTH MANAGEMENT, LLC
CRD #281835 SEC #801-107178 MANSFIELD, OH 419-525-3961
SEC Registered
Total AUM
$117.8M
Discretionary
$112.8M
Employees
2
Clients
--
Accounts
105
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $80M | $80M | $0 | 2 | 0 |
| Jun 2020 | $117.8M | $112.8M | $5M | 2 | 0 |
| Nov 2019 | $117.8M | $112.8M | $5M | 2 | 0 |
| Sep 2019 | $117.8M | $112.8M | $5M | 2 | 0 |
| Sep 2018 | $145M | $143M | $2M | 2 | 0 |
| Sep 2017 | $132M | $130M | $2M | 3 | 11 |
| May 2017 | $123.7M | $119.4M | $4.3M | 3 | 11 |
| Sep 2016 | $123.7M | $119.4M | $4.3M | 3 | 11 |
| Mar 2016 | $121M | $117.3M | $3.6M | 3 | 188 |
| Jan 2016 | $0 | $0 | $0 | 3 | 0 |
DateJul 2020
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$117.8M
Discretionary$112.8M
Non-Disc.$5M
Employees2
Clients0
DateNov 2019
Total AUM$117.8M
Discretionary$112.8M
Non-Disc.$5M
Employees2
Clients0
DateSep 2019
Total AUM$117.8M
Discretionary$112.8M
Non-Disc.$5M
Employees2
Clients0
DateSep 2018
Total AUM$145M
Discretionary$143M
Non-Disc.$2M
Employees2
Clients0
DateSep 2017
Total AUM$132M
Discretionary$130M
Non-Disc.$2M
Employees3
Clients11
DateMay 2017
Total AUM$123.7M
Discretionary$119.4M
Non-Disc.$4.3M
Employees3
Clients11
DateSep 2016
Total AUM$123.7M
Discretionary$119.4M
Non-Disc.$4.3M
Employees3
Clients11
DateMar 2016
Total AUM$121M
Discretionary$117.3M
Non-Disc.$3.6M
Employees3
Clients188
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0