NB WEALTH MANAGEMENT LLC
CRD #283016 SEC #801-107880 SAN FRANCISCO, CA 415-417-5288
SEC Registered
Total AUM
$148M
Discretionary
$0
Employees
3
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $162.6M | $0 | $162.6M | 3 | 1 |
| Sep 2016 | $148M | $0 | $148M | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 3 | 0 |
| May 2016 | $0 | $0 | $0 | 3 | 0 |
DateMar 2017
Total AUM$162.6M
Discretionary$0
Non-Disc.$162.6M
Employees3
Clients1
DateSep 2016
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0