DDD PARTNERS, LLC
Legal name: TSCHETTER WEALTH ADVISORS
CRD #289738 SEC #801-111792 BELLEVUE, WA 425-998-9960
SEC Registered
Total AUM
$695.9M
Discretionary
$426.7M
Employees
6
Clients
101
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $695.9M | $426.7M | $269.1M | 6 | 0 |
| Apr 2018 | $626.1M | $380.4M | $245.7M | 5 | 0 |
| Mar 2018 | $626.1M | $380.4M | $245.7M | 5 | 0 |
| Feb 2018 | $600M | $580M | $20M | 5 | 0 |
| Dec 2017 | $600M | $580M | $20M | 5 | 0 |
| Oct 2017 | $0 | $0 | $0 | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 5 | 0 |
DateMar 2019
Total AUM$695.9M
Discretionary$426.7M
Non-Disc.$269.1M
Employees6
Clients0
DateApr 2018
Total AUM$626.1M
Discretionary$380.4M
Non-Disc.$245.7M
Employees5
Clients0
DateMar 2018
Total AUM$626.1M
Discretionary$380.4M
Non-Disc.$245.7M
Employees5
Clients0
DateFeb 2018
Total AUM$600M
Discretionary$580M
Non-Disc.$20M
Employees5
Clients0
DateDec 2017
Total AUM$600M
Discretionary$580M
Non-Disc.$20M
Employees5
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0