WEALTHCOR LLC
Legal name: CALLAHAN FINANCIAL
CRD #282449 SEC #801-114923 CINCINNATI, OH (513) 421-0800
SEC Registered
Total AUM
$165.4M
Discretionary
$165.4M
Employees
6
Clients
26
Accounts
528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2023 | $165.4M | $165.4M | $0 | 6 | 0 |
| Dec 2022 | $165.4M | $165.4M | $0 | 6 | 0 |
| Apr 2022 | $165.4M | $165.4M | $0 | 6 | 0 |
| Mar 2022 | $165.4M | $165.4M | $0 | 6 | 0 |
| Jan 2021 | $152.3M | $152.3M | $0 | 6 | 0 |
| Jul 2020 | $121.2M | $121.2M | $0 | 6 | 0 |
| Jul 2020 | $121.2M | $121.2M | $0 | 6 | 0 |
| Jun 2020 | $121.2M | $121.2M | $0 | 6 | 0 |
| Jun 2020 | $121.2M | $121.2M | $0 | 6 | 0 |
| Feb 2020 | $121.2M | $121.2M | $0 | 6 | 0 |
| Oct 2019 | $104M | $104M | $0 | 6 | 0 |
| Mar 2019 | $104M | $104M | $0 | 6 | 0 |
| Mar 2019 | $104M | $104M | $0 | 6 | 0 |
| Apr 2017 | $80M | $80M | $0 | 6 | 300 |
| Apr 2017 | $80M | $80M | $0 | 6 | 300 |
| Mar 2017 | $80M | $80M | $0 | 6 | 300 |
| Feb 2017 | $70M | $70M | $0 | 5 | 0 |
| Oct 2016 | $70M | $70M | $0 | 5 | 0 |
| Oct 2016 | $70M | $70M | $0 | 5 | 0 |
| Oct 2016 | $70M | $70M | $0 | 5 | 0 |
| Oct 2016 | $70M | $70M | $0 | 5 | 0 |
| Sep 2016 | $70M | $70M | $0 | 5 | 0 |
| Aug 2016 | $66.5M | $66.5M | $0 | 6 | 0 |
| Apr 2016 | $0 | $0 | $0 | 6 | 0 |
| Feb 2016 | $0 | $0 | $0 | 6 | 0 |
| Feb 2016 | $0 | $0 | $0 | 6 | 0 |
| Jan 2016 | $0 | $0 | $0 | 6 | 0 |
DateJan 2023
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$165.4M
Discretionary$165.4M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$152.3M
Discretionary$152.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees6
Clients300
DateApr 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees6
Clients300
DateMar 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees6
Clients300
DateFeb 2017
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateOct 2016
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateOct 2016
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateOct 2016
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateOct 2016
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateSep 2016
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients0
DateAug 2016
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0