WEALTHONE, LLC
CRD #284679 SEC #801-108219 ALBANY, NY (518) 867-4000
SEC Registered
Total AUM
$382.2M
Discretionary
$365.6M
Employees
12
Clients
1
Accounts
1,265
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $382.2M | $365.6M | $16.5M | 12 | 0 |
| May 2023 | $382.2M | $365.6M | $16.5M | 12 | 0 |
| Mar 2023 | $382.2M | $365.6M | $16.5M | 12 | 0 |
| Mar 2022 | $492.3M | $475.9M | $16.4M | 12 | 0 |
| Oct 2021 | $318.5M | $307.6M | $10.9M | 13 | 0 |
| Aug 2021 | $318.5M | $307.6M | $10.9M | 13 | 0 |
| Jul 2021 | $318.5M | $307.6M | $10.9M | 13 | 0 |
| Jul 2021 | $318.5M | $307.6M | $10.9M | 13 | 0 |
| May 2021 | $406.2M | $395.4M | $10.9M | 13 | 0 |
| Apr 2021 | $406.2M | $395.4M | $10.9M | 13 | 0 |
| Mar 2021 | $406.2M | $395.4M | $10.9M | 13 | 0 |
| May 2020 | $359.3M | $299.7M | $59.7M | 13 | 0 |
| Mar 2020 | $359.3M | $299.7M | $59.7M | 13 | 0 |
| Nov 2019 | $287.4M | $280.2M | $7.2M | 20 | 0 |
| Mar 2019 | $287.4M | $280.2M | $7.2M | 20 | 0 |
| Apr 2018 | $287.3M | $275.4M | $11.9M | 20 | 0 |
| Mar 2018 | $287.3M | $275.4M | $11.9M | 20 | 0 |
| Mar 2018 | $287.3M | $275.4M | $11.9M | 20 | 0 |
| Jun 2017 | $204.1M | $204.1M | $0 | 22 | 700 |
| Jun 2017 | $204.1M | $204.1M | $0 | 22 | 700 |
| Mar 2017 | $204.1M | $204.1M | $0 | 22 | 700 |
| Dec 2016 | $255M | $255M | $0 | 22 | 1,000 |
| Aug 2016 | $0 | $0 | $0 | 22 | 0 |
| Aug 2016 | $0 | $0 | $0 | 22 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
DateNov 2023
Total AUM$382.2M
Discretionary$365.6M
Non-Disc.$16.5M
Employees12
Clients0
DateMay 2023
Total AUM$382.2M
Discretionary$365.6M
Non-Disc.$16.5M
Employees12
Clients0
DateMar 2023
Total AUM$382.2M
Discretionary$365.6M
Non-Disc.$16.5M
Employees12
Clients0
DateMar 2022
Total AUM$492.3M
Discretionary$475.9M
Non-Disc.$16.4M
Employees12
Clients0
DateOct 2021
Total AUM$318.5M
Discretionary$307.6M
Non-Disc.$10.9M
Employees13
Clients0
DateAug 2021
Total AUM$318.5M
Discretionary$307.6M
Non-Disc.$10.9M
Employees13
Clients0
DateJul 2021
Total AUM$318.5M
Discretionary$307.6M
Non-Disc.$10.9M
Employees13
Clients0
DateJul 2021
Total AUM$318.5M
Discretionary$307.6M
Non-Disc.$10.9M
Employees13
Clients0
DateMay 2021
Total AUM$406.2M
Discretionary$395.4M
Non-Disc.$10.9M
Employees13
Clients0
DateApr 2021
Total AUM$406.2M
Discretionary$395.4M
Non-Disc.$10.9M
Employees13
Clients0
DateMar 2021
Total AUM$406.2M
Discretionary$395.4M
Non-Disc.$10.9M
Employees13
Clients0
DateMay 2020
Total AUM$359.3M
Discretionary$299.7M
Non-Disc.$59.7M
Employees13
Clients0
DateMar 2020
Total AUM$359.3M
Discretionary$299.7M
Non-Disc.$59.7M
Employees13
Clients0
DateNov 2019
Total AUM$287.4M
Discretionary$280.2M
Non-Disc.$7.2M
Employees20
Clients0
DateMar 2019
Total AUM$287.4M
Discretionary$280.2M
Non-Disc.$7.2M
Employees20
Clients0
DateApr 2018
Total AUM$287.3M
Discretionary$275.4M
Non-Disc.$11.9M
Employees20
Clients0
DateMar 2018
Total AUM$287.3M
Discretionary$275.4M
Non-Disc.$11.9M
Employees20
Clients0
DateMar 2018
Total AUM$287.3M
Discretionary$275.4M
Non-Disc.$11.9M
Employees20
Clients0
DateJun 2017
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees22
Clients700
DateJun 2017
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees22
Clients700
DateMar 2017
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees22
Clients700
DateDec 2016
Total AUM$255M
Discretionary$255M
Non-Disc.$0
Employees22
Clients1,000
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0