EFFICIENT WEALTH PARTNERS LLC
Legal name: DUMONT WEALTH
CRD #291981 SEC #801-112419 NEW YORK, NY 917-310-3442
SEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
Employees
1
Clients
1
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2019 | $6.1M | $6.1M | $0 | 1 | 3 |
| May 2019 | $6.1M | $6.1M | $0 | 1 | 3 |
| May 2019 | $6.1M | $6.1M | $0 | 1 | 3 |
| Mar 2019 | $6.1M | $6.1M | $0 | 1 | 3 |
| Feb 2019 | $6.1M | $6.1M | $0 | 1 | 0 |
| Feb 2019 | $6.1M | $6.1M | $0 | 1 | 0 |
| Dec 2018 | $26.4M | $0 | $26.4M | 1 | 0 |
| Jun 2018 | $26.4M | $0 | $26.4M | 1 | 0 |
| May 2018 | $26.4M | $0 | $26.4M | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Apr 2018 | $0 | $0 | $0 | 1 | 0 |
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
DateMay 2019
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees1
Clients3
DateMay 2019
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees1
Clients3
DateMay 2019
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees1
Clients3
DateMar 2019
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees1
Clients3
DateFeb 2019
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2019
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees1
Clients0
DateDec 2018
Total AUM$26.4M
Discretionary$0
Non-Disc.$26.4M
Employees1
Clients0
DateJun 2018
Total AUM$26.4M
Discretionary$0
Non-Disc.$26.4M
Employees1
Clients0
DateMay 2018
Total AUM$26.4M
Discretionary$0
Non-Disc.$26.4M
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0