CIRRUS WEALTH MANAGEMENT, LLC
Legal name: CIRRUS WEALTH MANAGEMENT
CRD #282108 SEC #801-107369 CLEVELAND, OH 216-503-9310
SEC Registered
Total AUM
$298.3M
Discretionary
$228.9M
Employees
12
Clients
0
Accounts
717
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $298.3M | $228.9M | $69.4M | 12 | 0 |
| Jan 2023 | $357.7M | $254.6M | $103.1M | 12 | 0 |
| Mar 2022 | $357.7M | $254.6M | $103.1M | 12 | 0 |
| Mar 2021 | $288.6M | $205.6M | $82.9M | 11 | 0 |
| Oct 2020 | $163.7M | $163.7M | $0 | 9 | 18 |
| Oct 2020 | $163.7M | $163.7M | $0 | 9 | 18 |
| Jun 2020 | $163.7M | $163.7M | $0 | 9 | 18 |
| Mar 2020 | $163.7M | $163.7M | $0 | 9 | 18 |
| Sep 2019 | $186.7M | $138.9M | $47.8M | 8 | 0 |
| Mar 2019 | $186.7M | $138.9M | $47.8M | 8 | 0 |
| Jun 2018 | $188.7M | $153.7M | $35M | 8 | 0 |
| May 2018 | $188.7M | $153.7M | $35M | 8 | 0 |
| Mar 2018 | $188.7M | $153.7M | $35M | 8 | 0 |
| Mar 2017 | $168.4M | $137M | $31.4M | 7 | 194 |
| Jan 2017 | $103.1M | $103.1M | $0 | 4 | 0 |
| Dec 2016 | $103.1M | $103.1M | $0 | 4 | 0 |
| Sep 2016 | $103.1M | $103.1M | $0 | 4 | 0 |
| Jul 2016 | $103.1M | $103.1M | $0 | 4 | 0 |
| May 2016 | $0 | $0 | $0 | 4 | 0 |
| May 2016 | $0 | $0 | $0 | 4 | 0 |
| Mar 2016 | $0 | $0 | $0 | 4 | 0 |
| Feb 2016 | $0 | $0 | $0 | 4 | 0 |
DateMar 2023
Total AUM$298.3M
Discretionary$228.9M
Non-Disc.$69.4M
Employees12
Clients0
DateJan 2023
Total AUM$357.7M
Discretionary$254.6M
Non-Disc.$103.1M
Employees12
Clients0
DateMar 2022
Total AUM$357.7M
Discretionary$254.6M
Non-Disc.$103.1M
Employees12
Clients0
DateMar 2021
Total AUM$288.6M
Discretionary$205.6M
Non-Disc.$82.9M
Employees11
Clients0
DateOct 2020
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees9
Clients18
DateOct 2020
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees9
Clients18
DateJun 2020
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees9
Clients18
DateMar 2020
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees9
Clients18
DateSep 2019
Total AUM$186.7M
Discretionary$138.9M
Non-Disc.$47.8M
Employees8
Clients0
DateMar 2019
Total AUM$186.7M
Discretionary$138.9M
Non-Disc.$47.8M
Employees8
Clients0
DateJun 2018
Total AUM$188.7M
Discretionary$153.7M
Non-Disc.$35M
Employees8
Clients0
DateMay 2018
Total AUM$188.7M
Discretionary$153.7M
Non-Disc.$35M
Employees8
Clients0
DateMar 2018
Total AUM$188.7M
Discretionary$153.7M
Non-Disc.$35M
Employees8
Clients0
DateMar 2017
Total AUM$168.4M
Discretionary$137M
Non-Disc.$31.4M
Employees7
Clients194
DateJan 2017
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2016
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2016
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0