WOLFSON WEALTH MANAGEMENT, LLC
CRD #282661 SEC #801-107224 FAYETTEVILLE, NY (315) 449-4730
SEC Registered
Total AUM
$51.3M
Discretionary
$51.3M
Employees
3
Clients
26
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2018 | $51.3M | $51.3M | $0 | 3 | 0 |
| Mar 2018 | $51.3M | $51.3M | $0 | 3 | 0 |
| Dec 2017 | $48.5M | $48.5M | $0 | 3 | 0 |
| Mar 2017 | $40.4M | $40.4M | $0 | 3 | 132 |
| Jan 2017 | $40.4M | $40.4M | $0 | 3 | 132 |
| Sep 2016 | $26.1M | $20M | $6.1M | 3 | 0 |
| May 2016 | $26.1M | $20M | $6.1M | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 3 | 0 |
| Jan 2016 | $0 | $0 | $0 | 3 | 0 |
DateNov 2018
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$51.3M
Discretionary$51.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees3
Clients132
DateJan 2017
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees3
Clients132
DateSep 2016
Total AUM$26.1M
Discretionary$20M
Non-Disc.$6.1M
Employees3
Clients0
DateMay 2016
Total AUM$26.1M
Discretionary$20M
Non-Disc.$6.1M
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0