CIC WEALTH, LLC
CRD #290198 SEC #801-111990 ROCKVILLE, MD 301.816.4683
SEC Registered Private Funds
Total AUM
$550.9M
Discretionary
$543.9M
Employees
16
Clients
101
Accounts
2,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $658.8M | $650.2M | $8.6M | 16 | 0 |
| Nov 2023 | $550.9M | $543.9M | $7M | 16 | 0 |
| Sep 2023 | $550.9M | $543.9M | $7M | 16 | 0 |
| Jul 2023 | $550.9M | $543.9M | $7M | 16 | 0 |
| Mar 2023 | $550.9M | $543.9M | $7M | 16 | 0 |
| Oct 2022 | $749.9M | $740.3M | $9.5M | 15 | 0 |
| Aug 2022 | $749.9M | $740.3M | $9.5M | 15 | 0 |
| Mar 2022 | $749.9M | $740.3M | $9.5M | 15 | 0 |
| Dec 2021 | $568.5M | $549.6M | $18.9M | 15 | 0 |
| Jun 2021 | $568.5M | $549.6M | $18.9M | 15 | 0 |
| Mar 2021 | $568.5M | $549.6M | $18.9M | 15 | 0 |
| Oct 2020 | $460.4M | $459.5M | $882.8K | 15 | 0 |
| Aug 2020 | $460.4M | $459.5M | $882.8K | 15 | 0 |
| Jul 2020 | $460.4M | $459.5M | $882.8K | 15 | 0 |
| Jul 2020 | $460.4M | $459.5M | $882.8K | 15 | 0 |
| May 2020 | $460.4M | $459.5M | $882.8K | 15 | 0 |
| Apr 2020 | $460.4M | $459.5M | $882.8K | 15 | 0 |
| Mar 2020 | $460.4M | $459.5M | $882.8K | 15 | 0 |
| Feb 2020 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Nov 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Aug 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Aug 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Aug 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Jun 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Jun 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| May 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| May 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Mar 2019 | $402.2M | $402.1M | $142.4K | 13 | 0 |
| Nov 2018 | $343.6M | $343.6M | $0 | 13 | 0 |
| Mar 2018 | $343.6M | $343.6M | $0 | 13 | 0 |
| Nov 2017 | $0 | $0 | $0 | 13 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$658.8M
Discretionary$650.2M
Non-Disc.$8.6M
Employees16
Clients0
DateNov 2023
Total AUM$550.9M
Discretionary$543.9M
Non-Disc.$7M
Employees16
Clients0
DateSep 2023
Total AUM$550.9M
Discretionary$543.9M
Non-Disc.$7M
Employees16
Clients0
DateJul 2023
Total AUM$550.9M
Discretionary$543.9M
Non-Disc.$7M
Employees16
Clients0
DateMar 2023
Total AUM$550.9M
Discretionary$543.9M
Non-Disc.$7M
Employees16
Clients0
DateOct 2022
Total AUM$749.9M
Discretionary$740.3M
Non-Disc.$9.5M
Employees15
Clients0
DateAug 2022
Total AUM$749.9M
Discretionary$740.3M
Non-Disc.$9.5M
Employees15
Clients0
DateMar 2022
Total AUM$749.9M
Discretionary$740.3M
Non-Disc.$9.5M
Employees15
Clients0
DateDec 2021
Total AUM$568.5M
Discretionary$549.6M
Non-Disc.$18.9M
Employees15
Clients0
DateJun 2021
Total AUM$568.5M
Discretionary$549.6M
Non-Disc.$18.9M
Employees15
Clients0
DateMar 2021
Total AUM$568.5M
Discretionary$549.6M
Non-Disc.$18.9M
Employees15
Clients0
DateOct 2020
Total AUM$460.4M
Discretionary$459.5M
Non-Disc.$882.8K
Employees15
Clients0
DateAug 2020
Total AUM$460.4M
Discretionary$459.5M
Non-Disc.$882.8K
Employees15
Clients0
DateJul 2020
Total AUM$460.4M
Discretionary$459.5M
Non-Disc.$882.8K
Employees15
Clients0
DateJul 2020
Total AUM$460.4M
Discretionary$459.5M
Non-Disc.$882.8K
Employees15
Clients0
DateMay 2020
Total AUM$460.4M
Discretionary$459.5M
Non-Disc.$882.8K
Employees15
Clients0
DateApr 2020
Total AUM$460.4M
Discretionary$459.5M
Non-Disc.$882.8K
Employees15
Clients0
DateMar 2020
Total AUM$460.4M
Discretionary$459.5M
Non-Disc.$882.8K
Employees15
Clients0
DateFeb 2020
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateNov 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateAug 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateAug 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateAug 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateJun 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateJun 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateMay 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateMay 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateMar 2019
Total AUM$402.2M
Discretionary$402.1M
Non-Disc.$142.4K
Employees13
Clients0
DateNov 2018
Total AUM$343.6M
Discretionary$343.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$343.6M
Discretionary$343.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0