PRIVATE WEALTH STRATEGIES, L.L.C.
Legal name: SHORE MORGAN YOUNG WEALTH STRATEGIES
CRD #298682 SEC #801-114104 NEW ALBANY, OH (614) 888-2117
SEC Registered
Total AUM
$615M
Discretionary
$590M
Employees
10
Clients
251
Accounts
1,251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $615M | $590M | $25.1M | 10 | 0 |
| Oct 2023 | $526.4M | $507.9M | $18.5M | 10 | 0 |
| Oct 2023 | $526.4M | $507.9M | $18.5M | 10 | 0 |
| Aug 2023 | $526.4M | $507.9M | $18.5M | 10 | 0 |
| Aug 2023 | $526.4M | $507.9M | $18.5M | 10 | 0 |
| Mar 2023 | $526.4M | $507.9M | $18.5M | 10 | 0 |
| Feb 2023 | $526.4M | $507.9M | $18.5M | 10 | 0 |
| Jul 2022 | $592.5M | $579.2M | $13.3M | 10 | 0 |
| Jan 2022 | $592.5M | $579.2M | $13.3M | 13 | 0 |
| Jan 2022 | $488.7M | $483.3M | $5.5M | 13 | 0 |
| Jul 2021 | $488.7M | $483.3M | $5.5M | 14 | 0 |
| Jun 2021 | $488.7M | $483.3M | $5.5M | 14 | 0 |
| Jun 2021 | $488.7M | $483.3M | $5.5M | 14 | 0 |
| Jan 2021 | $488.7M | $483.3M | $5.5M | 14 | 0 |
| Jan 2021 | $455.8M | $451.3M | $4.5M | 14 | 0 |
| Dec 2020 | $455.8M | $451.3M | $4.5M | 14 | 0 |
| Jun 2020 | $455.8M | $451.3M | $4.5M | 14 | 0 |
| May 2020 | $455.8M | $451.3M | $4.5M | 14 | 0 |
| May 2020 | $455.8M | $451.3M | $4.5M | 14 | 0 |
| Mar 2020 | $455.8M | $451.3M | $4.5M | 14 | 0 |
| Jan 2020 | $304.3M | $302.9M | $1.3M | 12 | 0 |
| Nov 2019 | $304.3M | $302.9M | $1.3M | 12 | 0 |
| Jun 2019 | $304.3M | $302.9M | $1.3M | 12 | 0 |
| Apr 2019 | $304.3M | $302.9M | $1.3M | 12 | 0 |
| Mar 2019 | $304.3M | $302.9M | $1.3M | 12 | 0 |
| Feb 2019 | $304.3M | $302.9M | $1.3M | 12 | 0 |
| Oct 2018 | $0 | $0 | $0 | 11 | 0 |
| Oct 2018 | $0 | $0 | $0 | 11 | 0 |
| Oct 2018 | $0 | $0 | $0 | 11 | 0 |
| Sep 2018 | $0 | $0 | $0 | 11 | 0 |
| Sep 2018 | $0 | $0 | $0 | 5 | 0 |
DateMar 2024
Total AUM$615M
Discretionary$590M
Non-Disc.$25.1M
Employees10
Clients0
DateOct 2023
Total AUM$526.4M
Discretionary$507.9M
Non-Disc.$18.5M
Employees10
Clients0
DateOct 2023
Total AUM$526.4M
Discretionary$507.9M
Non-Disc.$18.5M
Employees10
Clients0
DateAug 2023
Total AUM$526.4M
Discretionary$507.9M
Non-Disc.$18.5M
Employees10
Clients0
DateAug 2023
Total AUM$526.4M
Discretionary$507.9M
Non-Disc.$18.5M
Employees10
Clients0
DateMar 2023
Total AUM$526.4M
Discretionary$507.9M
Non-Disc.$18.5M
Employees10
Clients0
DateFeb 2023
Total AUM$526.4M
Discretionary$507.9M
Non-Disc.$18.5M
Employees10
Clients0
DateJul 2022
Total AUM$592.5M
Discretionary$579.2M
Non-Disc.$13.3M
Employees10
Clients0
DateJan 2022
Total AUM$592.5M
Discretionary$579.2M
Non-Disc.$13.3M
Employees13
Clients0
DateJan 2022
Total AUM$488.7M
Discretionary$483.3M
Non-Disc.$5.5M
Employees13
Clients0
DateJul 2021
Total AUM$488.7M
Discretionary$483.3M
Non-Disc.$5.5M
Employees14
Clients0
DateJun 2021
Total AUM$488.7M
Discretionary$483.3M
Non-Disc.$5.5M
Employees14
Clients0
DateJun 2021
Total AUM$488.7M
Discretionary$483.3M
Non-Disc.$5.5M
Employees14
Clients0
DateJan 2021
Total AUM$488.7M
Discretionary$483.3M
Non-Disc.$5.5M
Employees14
Clients0
DateJan 2021
Total AUM$455.8M
Discretionary$451.3M
Non-Disc.$4.5M
Employees14
Clients0
DateDec 2020
Total AUM$455.8M
Discretionary$451.3M
Non-Disc.$4.5M
Employees14
Clients0
DateJun 2020
Total AUM$455.8M
Discretionary$451.3M
Non-Disc.$4.5M
Employees14
Clients0
DateMay 2020
Total AUM$455.8M
Discretionary$451.3M
Non-Disc.$4.5M
Employees14
Clients0
DateMay 2020
Total AUM$455.8M
Discretionary$451.3M
Non-Disc.$4.5M
Employees14
Clients0
DateMar 2020
Total AUM$455.8M
Discretionary$451.3M
Non-Disc.$4.5M
Employees14
Clients0
DateJan 2020
Total AUM$304.3M
Discretionary$302.9M
Non-Disc.$1.3M
Employees12
Clients0
DateNov 2019
Total AUM$304.3M
Discretionary$302.9M
Non-Disc.$1.3M
Employees12
Clients0
DateJun 2019
Total AUM$304.3M
Discretionary$302.9M
Non-Disc.$1.3M
Employees12
Clients0
DateApr 2019
Total AUM$304.3M
Discretionary$302.9M
Non-Disc.$1.3M
Employees12
Clients0
DateMar 2019
Total AUM$304.3M
Discretionary$302.9M
Non-Disc.$1.3M
Employees12
Clients0
DateFeb 2019
Total AUM$304.3M
Discretionary$302.9M
Non-Disc.$1.3M
Employees12
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0