MINOT WEALTH MANAGEMENT LLC
CRD #299943 SEC #801-114748 WESTWOOD, MA (978) 226-4668
SEC Registered Disclosures
Total AUM
$815.6M
Discretionary
$810.8M
Employees
7
Clients
26
Accounts
523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2022 | $1.1B | $1.1B | $5.9M | 7 | 0 |
| Nov 2021 | $815.6M | $810.8M | $4.7M | 7 | 0 |
| Nov 2021 | $815.6M | $810.8M | $4.7M | 7 | 0 |
| Feb 2021 | $815.6M | $810.8M | $4.7M | 7 | 0 |
| Feb 2021 | $815.6M | $810.8M | $4.7M | 7 | 0 |
| Aug 2020 | $634.6M | $634.1M | $491.4K | 7 | 0 |
| Jun 2020 | $634.6M | $634.1M | $491.4K | 6 | 0 |
| Jun 2020 | $634.6M | $634.1M | $491.4K | 6 | 0 |
| May 2020 | $634.6M | $634.1M | $491.4K | 6 | 0 |
| Mar 2020 | $634.6M | $634.1M | $491.4K | 6 | 0 |
| Nov 2019 | $393.1M | $393.1M | $0 | 6 | 0 |
| Aug 2019 | $393.1M | $393.1M | $0 | 6 | 0 |
| Jun 2019 | $393.1M | $393.1M | $0 | 4 | 0 |
| May 2019 | $0 | $0 | $0 | 4 | 0 |
| Apr 2019 | $0 | $0 | $0 | 4 | 0 |
| Mar 2019 | $0 | $0 | $0 | 4 | 0 |
| Jan 2019 | $0 | $0 | $0 | 4 | 0 |
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.9M
Employees7
Clients0
DateNov 2021
Total AUM$815.6M
Discretionary$810.8M
Non-Disc.$4.7M
Employees7
Clients0
DateNov 2021
Total AUM$815.6M
Discretionary$810.8M
Non-Disc.$4.7M
Employees7
Clients0
DateFeb 2021
Total AUM$815.6M
Discretionary$810.8M
Non-Disc.$4.7M
Employees7
Clients0
DateFeb 2021
Total AUM$815.6M
Discretionary$810.8M
Non-Disc.$4.7M
Employees7
Clients0
DateAug 2020
Total AUM$634.6M
Discretionary$634.1M
Non-Disc.$491.4K
Employees7
Clients0
DateJun 2020
Total AUM$634.6M
Discretionary$634.1M
Non-Disc.$491.4K
Employees6
Clients0
DateJun 2020
Total AUM$634.6M
Discretionary$634.1M
Non-Disc.$491.4K
Employees6
Clients0
DateMay 2020
Total AUM$634.6M
Discretionary$634.1M
Non-Disc.$491.4K
Employees6
Clients0
DateMar 2020
Total AUM$634.6M
Discretionary$634.1M
Non-Disc.$491.4K
Employees6
Clients0
DateNov 2019
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0