GOBE WEALTH MANAGEMENT, LLC
CRD #288711 SEC #801-112473 NEW YORK, NY 646-293-0913
SEC Registered
Total AUM
$243.4K
Discretionary
$243.4K
Employees
7
Clients
1
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $243.4K | $243.4K | $0 | 7 | 0 |
| Mar 2023 | $219.1K | $219.1K | $0 | 9 | 0 |
| Mar 2022 | $475.9K | $475.9K | $0 | 14 | 0 |
| Sep 2021 | $632.3K | $632.3K | $0 | 14 | 0 |
| Mar 2021 | $632.3K | $632.3K | $0 | 14 | 0 |
| Jun 2020 | $135K | $135K | $0 | 11 | 0 |
| Mar 2020 | $135K | $135K | $0 | 11 | 0 |
| Oct 2019 | $0 | $0 | $0 | 10 | 0 |
| Sep 2019 | $0 | $0 | $0 | 10 | 0 |
| Mar 2019 | $0 | $0 | $0 | 10 | 0 |
| Aug 2018 | $0 | $0 | $0 | 14 | 0 |
| Jan 2018 | $0 | $0 | $0 | 14 | 0 |
DateMar 2024
Total AUM$243.4K
Discretionary$243.4K
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$219.1K
Discretionary$219.1K
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$475.9K
Discretionary$475.9K
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$632.3K
Discretionary$632.3K
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$632.3K
Discretionary$632.3K
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$135K
Discretionary$135K
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$135K
Discretionary$135K
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0