BRC WEALTH MANAGEMENT, LLC
CRD #306360 SEC #801-117838 CONCORD, NC 336-544-5827
SEC Registered
Total AUM
$157M
Discretionary
$157M
Employees
3
Clients
0
Accounts
343
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $157M | $157M | $0 | 3 | 0 |
| Aug 2022 | $157M | $157M | $0 | 3 | 0 |
| Dec 2021 | $187.8M | $187.8M | $0 | 5 | 2 |
| Jun 2021 | $187.8M | $187.8M | $0 | 5 | 2 |
| Apr 2021 | $185.6M | $185.6M | $0 | 5 | 5 |
| Mar 2021 | $185.6M | $185.6M | $0 | 5 | 5 |
| Mar 2021 | $169.6M | $169.6M | $0 | 5 | 0 |
| Jul 2020 | $169.6M | $169.6M | $0 | 5 | 0 |
| Jun 2020 | $106.7M | $106.7M | $0 | 5 | 0 |
| May 2020 | $106.7M | $106.7M | $0 | 5 | 0 |
| May 2020 | $106.7M | $106.7M | $0 | 5 | 0 |
| May 2020 | $106.7M | $106.7M | $0 | 5 | 0 |
| Mar 2020 | $0 | $0 | $0 | 5 | 0 |
| Mar 2020 | $0 | $0 | $0 | 5 | 0 |
| Feb 2020 | $0 | $0 | $0 | 4 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2019 | $0 | $0 | $0 | 1 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2023
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees5
Clients2
DateJun 2021
Total AUM$187.8M
Discretionary$187.8M
Non-Disc.$0
Employees5
Clients2
DateApr 2021
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0