PENOBSCOT WEALTH MANAGEMENT
Legal name: PENOBSCOT FINANCIAL ADVISORS
CRD #286211 SEC #801-108988 PORTLAND, ME (207) 990-1901
SEC Registered
Total AUM
$434.5M
Discretionary
$425.1M
Employees
11
Clients
--
Accounts
1,925
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $434.5M | $425.1M | $9.4M | 11 | 18 |
| Feb 2025 | $434.5M | $425.1M | $9.4M | 11 | 18 |
| Nov 2024 | $405M | $334.3M | $70.6M | 12 | 92 |
| Nov 2024 | $405M | $334.3M | $70.6M | 12 | 92 |
| Jul 2024 | $405M | $334.3M | $70.6M | 12 | 92 |
| Mar 2024 | $405M | $334.3M | $70.6M | 11 | 92 |
| Aug 2023 | $330.6M | $264.1M | $66.4M | 11 | 92 |
| Jun 2023 | $330.6M | $264.1M | $66.4M | 11 | 92 |
| Mar 2023 | $330.6M | $264.1M | $66.4M | 8 | 92 |
| Nov 2022 | $281.7M | $281.7M | $0 | 8 | 45 |
| Nov 2022 | $281.7M | $281.7M | $0 | 8 | 45 |
| Feb 2022 | $281.7M | $281.7M | $0 | 8 | 45 |
| Sep 2021 | $229.2M | $228.9M | $282.8K | 8 | 27 |
| Jul 2021 | $229.2M | $228.9M | $282.8K | 8 | 27 |
| Mar 2021 | $229.2M | $228.9M | $282.8K | 8 | 27 |
| Aug 2020 | $173.7M | $173.4M | $266.9K | 7 | 21 |
| Jun 2020 | $173.7M | $173.4M | $266.9K | 7 | 21 |
| Jun 2020 | $173.7M | $173.4M | $266.9K | 7 | 21 |
| Mar 2020 | $173.7M | $173.4M | $266.9K | 7 | 21 |
| Feb 2019 | $156.8M | $155.2M | $1.6M | 7 | 5 |
| Jan 2019 | $153.3M | $153.3M | $0 | 7 | 514 |
| May 2018 | $153.3M | $153.3M | $0 | 7 | 514 |
| Mar 2018 | $153.3M | $153.3M | $0 | 7 | 514 |
| Sep 2017 | $103M | $103M | $0 | 7 | 300 |
| Aug 2017 | $103M | $103M | $0 | 7 | 300 |
| Jun 2017 | $103M | $103M | $0 | 7 | 300 |
| May 2017 | $103M | $103M | $0 | 7 | 300 |
| Feb 2017 | $0 | $0 | $0 | 6 | 0 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
DateJul 2025
Total AUM$434.5M
Discretionary$425.1M
Non-Disc.$9.4M
Employees11
Clients18
DateFeb 2025
Total AUM$434.5M
Discretionary$425.1M
Non-Disc.$9.4M
Employees11
Clients18
DateNov 2024
Total AUM$405M
Discretionary$334.3M
Non-Disc.$70.6M
Employees12
Clients92
DateNov 2024
Total AUM$405M
Discretionary$334.3M
Non-Disc.$70.6M
Employees12
Clients92
DateJul 2024
Total AUM$405M
Discretionary$334.3M
Non-Disc.$70.6M
Employees12
Clients92
DateMar 2024
Total AUM$405M
Discretionary$334.3M
Non-Disc.$70.6M
Employees11
Clients92
DateAug 2023
Total AUM$330.6M
Discretionary$264.1M
Non-Disc.$66.4M
Employees11
Clients92
DateJun 2023
Total AUM$330.6M
Discretionary$264.1M
Non-Disc.$66.4M
Employees11
Clients92
DateMar 2023
Total AUM$330.6M
Discretionary$264.1M
Non-Disc.$66.4M
Employees8
Clients92
DateNov 2022
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees8
Clients45
DateNov 2022
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees8
Clients45
DateFeb 2022
Total AUM$281.7M
Discretionary$281.7M
Non-Disc.$0
Employees8
Clients45
DateSep 2021
Total AUM$229.2M
Discretionary$228.9M
Non-Disc.$282.8K
Employees8
Clients27
DateJul 2021
Total AUM$229.2M
Discretionary$228.9M
Non-Disc.$282.8K
Employees8
Clients27
DateMar 2021
Total AUM$229.2M
Discretionary$228.9M
Non-Disc.$282.8K
Employees8
Clients27
DateAug 2020
Total AUM$173.7M
Discretionary$173.4M
Non-Disc.$266.9K
Employees7
Clients21
DateJun 2020
Total AUM$173.7M
Discretionary$173.4M
Non-Disc.$266.9K
Employees7
Clients21
DateJun 2020
Total AUM$173.7M
Discretionary$173.4M
Non-Disc.$266.9K
Employees7
Clients21
DateMar 2020
Total AUM$173.7M
Discretionary$173.4M
Non-Disc.$266.9K
Employees7
Clients21
DateFeb 2019
Total AUM$156.8M
Discretionary$155.2M
Non-Disc.$1.6M
Employees7
Clients5
DateJan 2019
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees7
Clients514
DateMay 2018
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees7
Clients514
DateMar 2018
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees7
Clients514
DateSep 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients300
DateAug 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients300
DateJun 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients300
DateMay 2017
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients300
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0