ASTERIA WEALTH LLC
CRD #285106 SEC #801-108406 PONTE VEDRA BEACH, FL 770-407-5401
SEC Registered
Total AUM
$98.4M
Discretionary
$97.8M
Employees
6
Clients
--
Accounts
519
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $98.4M | $97.8M | $547K | 6 | 0 |
| Apr 2023 | $98.4M | $97.8M | $547K | 6 | 0 |
| Mar 2023 | $98.4M | $97.8M | $547K | 6 | 0 |
| Nov 2022 | $128.1M | $118.5M | $9.7M | 4 | 0 |
| Jul 2022 | $128.1M | $118.5M | $9.7M | 10 | 0 |
| Apr 2022 | $128.1M | $118.5M | $9.7M | 10 | 0 |
| Mar 2022 | $128.1M | $118.5M | $9.7M | 10 | 0 |
| Mar 2022 | $89.8M | $89.8M | $0 | 8 | 0 |
| Sep 2021 | $89.8M | $89.8M | $0 | 8 | 0 |
| Mar 2021 | $89.8M | $89.8M | $0 | 8 | 0 |
| Jun 2020 | $112.1M | $112.1M | $0 | 8 | 0 |
| Apr 2020 | $112.1M | $112.1M | $0 | 8 | 0 |
| Apr 2020 | $112.1M | $112.1M | $0 | 8 | 0 |
| Mar 2020 | $112.1M | $112.1M | $0 | 8 | 0 |
| Feb 2020 | $127M | $127M | $0 | 8 | 0 |
| Jan 2020 | $127M | $127M | $0 | 8 | 0 |
| Mar 2019 | $127M | $127M | $0 | 8 | 0 |
| Mar 2018 | $134.9M | $134.9M | $0 | 8 | 0 |
| Mar 2017 | $89.1M | $89.1M | $0 | 3 | 500 |
| Dec 2016 | $0 | $0 | $0 | 8 | 0 |
| Sep 2016 | $0 | $0 | $0 | 8 | 0 |
| Sep 2016 | $0 | $0 | $0 | 8 | 0 |
DateJun 2023
Total AUM$98.4M
Discretionary$97.8M
Non-Disc.$547K
Employees6
Clients0
DateApr 2023
Total AUM$98.4M
Discretionary$97.8M
Non-Disc.$547K
Employees6
Clients0
DateMar 2023
Total AUM$98.4M
Discretionary$97.8M
Non-Disc.$547K
Employees6
Clients0
DateNov 2022
Total AUM$128.1M
Discretionary$118.5M
Non-Disc.$9.7M
Employees4
Clients0
DateJul 2022
Total AUM$128.1M
Discretionary$118.5M
Non-Disc.$9.7M
Employees10
Clients0
DateApr 2022
Total AUM$128.1M
Discretionary$118.5M
Non-Disc.$9.7M
Employees10
Clients0
DateMar 2022
Total AUM$128.1M
Discretionary$118.5M
Non-Disc.$9.7M
Employees10
Clients0
DateMar 2022
Total AUM$89.8M
Discretionary$89.8M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$89.8M
Discretionary$89.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$89.8M
Discretionary$89.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees8
Clients0
DateJan 2020
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$134.9M
Discretionary$134.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$89.1M
Discretionary$89.1M
Non-Disc.$0
Employees3
Clients500
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0