BRASS TAX WEALTH MANAGEMENT, INC.
Legal name: BRASS TAX WEALTH MANAGEMENT
CRD #285249 SEC #801-111006 CINCINNATI, OH 513-605-3394
SEC Registered
Total AUM
$860.2M
Discretionary
$860.2M
Employees
29
Clients
251
Accounts
2,872
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $860.2M | $860.2M | $0 | 29 | 15 |
| Sep 2024 | $674.3M | $674.3M | $0 | 12 | 25 |
| Jul 2024 | $674.3M | $674.3M | $0 | 12 | 25 |
| Mar 2024 | $674.3M | $674.3M | $0 | 12 | 25 |
| Nov 2023 | $626.1M | $624.1M | $2M | 12 | 25 |
| Oct 2023 | $626.1M | $624.1M | $2M | 10 | 25 |
| Sep 2023 | $626.1M | $624.1M | $2M | 10 | 25 |
| Sep 2023 | $626.1M | $624.1M | $2M | 9 | 25 |
| Apr 2023 | $539.5M | $536.5M | $3M | 9 | 25 |
| Feb 2023 | $539.5M | $536.5M | $3M | 8 | 25 |
| Oct 2022 | $552.7M | $550M | $2.7M | 8 | 17 |
| Feb 2022 | $552.7M | $550M | $2.7M | 7 | 17 |
| Feb 2021 | $469.6M | $467.7M | $1.9M | 7 | 11 |
| Jun 2020 | $381.5M | $381.5M | $0 | 7 | 5 |
| Jun 2020 | $381.5M | $381.5M | $0 | 7 | 5 |
| Feb 2020 | $381.5M | $381.5M | $0 | 7 | 5 |
| Jan 2020 | $323M | $320.8M | $2.2M | 7 | 0 |
| Dec 2019 | $323M | $320.8M | $2.2M | 6 | 0 |
| Jun 2019 | $323M | $320.8M | $2.2M | 6 | 0 |
| Mar 2019 | $272.5M | $271.4M | $1.1M | 6 | 0 |
| Jun 2018 | $246.1M | $246.1M | $0 | 6 | 0 |
| Mar 2018 | $246.1M | $246.1M | $0 | 6 | 0 |
| Dec 2017 | $229.3M | $229.3M | $0 | 6 | 0 |
| Jul 2017 | $152.2M | $152.2M | $0 | 5 | 0 |
DateMar 2025
Total AUM$860.2M
Discretionary$860.2M
Non-Disc.$0
Employees29
Clients15
DateSep 2024
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees12
Clients25
DateJul 2024
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees12
Clients25
DateMar 2024
Total AUM$674.3M
Discretionary$674.3M
Non-Disc.$0
Employees12
Clients25
DateNov 2023
Total AUM$626.1M
Discretionary$624.1M
Non-Disc.$2M
Employees12
Clients25
DateOct 2023
Total AUM$626.1M
Discretionary$624.1M
Non-Disc.$2M
Employees10
Clients25
DateSep 2023
Total AUM$626.1M
Discretionary$624.1M
Non-Disc.$2M
Employees10
Clients25
DateSep 2023
Total AUM$626.1M
Discretionary$624.1M
Non-Disc.$2M
Employees9
Clients25
DateApr 2023
Total AUM$539.5M
Discretionary$536.5M
Non-Disc.$3M
Employees9
Clients25
DateFeb 2023
Total AUM$539.5M
Discretionary$536.5M
Non-Disc.$3M
Employees8
Clients25
DateOct 2022
Total AUM$552.7M
Discretionary$550M
Non-Disc.$2.7M
Employees8
Clients17
DateFeb 2022
Total AUM$552.7M
Discretionary$550M
Non-Disc.$2.7M
Employees7
Clients17
DateFeb 2021
Total AUM$469.6M
Discretionary$467.7M
Non-Disc.$1.9M
Employees7
Clients11
DateJun 2020
Total AUM$381.5M
Discretionary$381.5M
Non-Disc.$0
Employees7
Clients5
DateJun 2020
Total AUM$381.5M
Discretionary$381.5M
Non-Disc.$0
Employees7
Clients5
DateFeb 2020
Total AUM$381.5M
Discretionary$381.5M
Non-Disc.$0
Employees7
Clients5
DateJan 2020
Total AUM$323M
Discretionary$320.8M
Non-Disc.$2.2M
Employees7
Clients0
DateDec 2019
Total AUM$323M
Discretionary$320.8M
Non-Disc.$2.2M
Employees6
Clients0
DateJun 2019
Total AUM$323M
Discretionary$320.8M
Non-Disc.$2.2M
Employees6
Clients0
DateMar 2019
Total AUM$272.5M
Discretionary$271.4M
Non-Disc.$1.1M
Employees6
Clients0
DateJun 2018
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$246.1M
Discretionary$246.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2017
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2017
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees5
Clients0