BLUEROCK WEALTH MANAGEMENT, LLC
CRD #305670 SEC #801-117447 ALPHARETTA, GA 678-527-2800
SEC Registered
Total AUM
$576.2M
Discretionary
$576.2M
Employees
9
Clients
251
Accounts
1,633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2021 | $576.2M | $576.2M | $0 | 9 | 0 |
| Mar 2021 | $576.2M | $576.2M | $0 | 9 | 0 |
| Sep 2020 | $464.6M | $464.6M | $0 | 7 | 0 |
| Jun 2020 | $464.6M | $464.6M | $0 | 7 | 0 |
| Jun 2020 | $464.6M | $464.6M | $0 | 7 | 0 |
| Jan 2020 | $464.6M | $464.6M | $0 | 7 | 0 |
| Sep 2019 | $0 | $0 | $0 | 1 | 0 |
DateJul 2021
Total AUM$576.2M
Discretionary$576.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$576.2M
Discretionary$576.2M
Non-Disc.$0
Employees9
Clients0
DateSep 2020
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$464.6M
Discretionary$464.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0