FILBRANDT WEALTH MANAGEMENT, LLC
CRD #291914 SEC #801-112390 MIDDLETON, WI 608-836-3600
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
25
Clients
251
Accounts
469
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $1.1B | $1.1B | $12.8M | 25 | 34 |
| Mar 2021 | $1.1B | $1.1B | $12.8M | 25 | 34 |
| Mar 2021 | $1.1B | $1.1B | $12.8M | 25 | 34 |
| Jun 2020 | $973.3M | $961.6M | $11.7M | 25 | 67 |
| Mar 2020 | $973.3M | $961.6M | $11.7M | 25 | 67 |
| May 2019 | $795.9M | $782M | $13.9M | 23 | 37 |
| Jan 2019 | $795.9M | $782M | $13.9M | 23 | 37 |
| Mar 2018 | $769.9M | $755.9M | $14M | 15 | 50 |
| Jan 2018 | $1B | $773.5M | $251.2M | 14 | 0 |
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.8M
Employees25
Clients34
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.8M
Employees25
Clients34
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.8M
Employees25
Clients34
DateJun 2020
Total AUM$973.3M
Discretionary$961.6M
Non-Disc.$11.7M
Employees25
Clients67
DateMar 2020
Total AUM$973.3M
Discretionary$961.6M
Non-Disc.$11.7M
Employees25
Clients67
DateMay 2019
Total AUM$795.9M
Discretionary$782M
Non-Disc.$13.9M
Employees23
Clients37
DateJan 2019
Total AUM$795.9M
Discretionary$782M
Non-Disc.$13.9M
Employees23
Clients37
DateMar 2018
Total AUM$769.9M
Discretionary$755.9M
Non-Disc.$14M
Employees15
Clients50
DateJan 2018
Total AUM$1B
Discretionary$773.5M
Non-Disc.$251.2M
Employees14
Clients0