ENGRAVE WEALTH PARTNERS, LLC
CRD #289344 SEC #801-111073 THE WOODLANDS, TX 281-616-5935
SEC Registered
Total AUM
$664.4M
Discretionary
$664.4M
Employees
7
Clients
0
Accounts
1,215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $664.4M | $664.4M | $0 | 7 | 0 |
| Mar 2023 | $664.4M | $664.4M | $0 | 7 | 0 |
| Mar 2023 | $664.4M | $664.4M | $0 | 7 | 0 |
| Oct 2022 | $579.2M | $579.2M | $0 | 7 | 0 |
| Mar 2022 | $579.2M | $579.2M | $0 | 7 | 0 |
| Sep 2021 | $301.5M | $301.5M | $0 | 6 | 0 |
| Mar 2021 | $301.5M | $301.5M | $0 | 7 | 0 |
| Nov 2020 | $192.4M | $190.1M | $2.3M | 6 | 0 |
| Oct 2020 | $192.4M | $190.1M | $2.3M | 6 | 0 |
| Jun 2020 | $192.4M | $190.1M | $2.3M | 6 | 0 |
| Jun 2020 | $192.4M | $190.1M | $2.3M | 6 | 0 |
| Mar 2020 | $192.4M | $190.1M | $2.3M | 6 | 0 |
| Jul 2019 | $124.9M | $124.9M | $0 | 6 | 0 |
| Jul 2019 | $124.9M | $124.9M | $0 | 6 | 0 |
| Jun 2019 | $124.9M | $124.9M | $0 | 6 | 0 |
| Mar 2019 | $124.9M | $124.9M | $0 | 6 | 0 |
| Oct 2018 | $94.8M | $67.4M | $27.5M | 4 | 0 |
| Apr 2018 | $94.8M | $67.4M | $27.5M | 3 | 0 |
| Feb 2018 | $94.8M | $67.4M | $27.5M | 3 | 0 |
| Jan 2018 | $94.8M | $67.4M | $27.5M | 3 | 0 |
| Oct 2017 | $0 | $0 | $0 | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
DateJan 2024
Total AUM$664.4M
Discretionary$664.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$664.4M
Discretionary$664.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$664.4M
Discretionary$664.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$579.2M
Discretionary$579.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$579.2M
Discretionary$579.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees6
Clients0
DateOct 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees6
Clients0
DateJun 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees6
Clients0
DateJun 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees6
Clients0
DateMar 2020
Total AUM$192.4M
Discretionary$190.1M
Non-Disc.$2.3M
Employees6
Clients0
DateJul 2019
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$94.8M
Discretionary$67.4M
Non-Disc.$27.5M
Employees4
Clients0
DateApr 2018
Total AUM$94.8M
Discretionary$67.4M
Non-Disc.$27.5M
Employees3
Clients0
DateFeb 2018
Total AUM$94.8M
Discretionary$67.4M
Non-Disc.$27.5M
Employees3
Clients0
DateJan 2018
Total AUM$94.8M
Discretionary$67.4M
Non-Disc.$27.5M
Employees3
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0