WEALTH MANAGEMENT LLC
Legal name: HENRY + HORNE WEALTH MANAGEMENT
CRD #289248 SEC #801-111876 SCOTTSDALE, AZ 480-483-3489
SEC Registered
Total AUM
$738.4M
Discretionary
$738.4M
Employees
21
Clients
251
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $738.4M | $738.4M | $0 | 21 | 15 |
| Oct 2021 | $544.7M | $544.7M | $0 | 22 | 19 |
| Mar 2021 | $544.7M | $544.7M | $0 | 22 | 19 |
| Jun 2020 | $364.9M | $232.4M | $132.6M | 22 | 2 |
| Mar 2020 | $364.9M | $232.4M | $132.6M | 22 | 2 |
| Mar 2019 | $241.5M | $0 | $241.5M | 22 | 2 |
| Aug 2018 | $257.5M | $0 | $257.5M | 19 | 2 |
| Mar 2018 | $257.5M | $0 | $257.5M | 19 | 2 |
| Feb 2018 | $210.7M | $0 | $210.7M | 4 | 0 |
| Sep 2017 | $210.7M | $0 | $210.7M | 4 | 200 |
DateMar 2022
Total AUM$738.4M
Discretionary$738.4M
Non-Disc.$0
Employees21
Clients15
DateOct 2021
Total AUM$544.7M
Discretionary$544.7M
Non-Disc.$0
Employees22
Clients19
DateMar 2021
Total AUM$544.7M
Discretionary$544.7M
Non-Disc.$0
Employees22
Clients19
DateJun 2020
Total AUM$364.9M
Discretionary$232.4M
Non-Disc.$132.6M
Employees22
Clients2
DateMar 2020
Total AUM$364.9M
Discretionary$232.4M
Non-Disc.$132.6M
Employees22
Clients2
DateMar 2019
Total AUM$241.5M
Discretionary$0
Non-Disc.$241.5M
Employees22
Clients2
DateAug 2018
Total AUM$257.5M
Discretionary$0
Non-Disc.$257.5M
Employees19
Clients2
DateMar 2018
Total AUM$257.5M
Discretionary$0
Non-Disc.$257.5M
Employees19
Clients2
DateFeb 2018
Total AUM$210.7M
Discretionary$0
Non-Disc.$210.7M
Employees4
Clients0
DateSep 2017
Total AUM$210.7M
Discretionary$0
Non-Disc.$210.7M
Employees4
Clients200