SUREVEST, LLC
Legal name: SUREVEST PRIVATE WEALTH
CRD #306872 SEC #801-117935 LOS ANGELES, CA 310-492-7330
SEC Registered
Total AUM
$541.1M
Discretionary
$498.9M
Employees
12
Clients
1
Accounts
891
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $541.1M | $498.9M | $42.3M | 12 | 5 |
| Jan 2023 | $541.1M | $498.9M | $42.3M | 12 | 5 |
| Mar 2022 | $541.1M | $498.9M | $42.3M | 12 | 5 |
| Nov 2021 | $451.3M | $417.9M | $33.4M | 14 | 5 |
| Oct 2021 | $451.3M | $417.9M | $33.4M | 14 | 5 |
| Oct 2021 | $451.3M | $417.9M | $33.4M | 14 | 5 |
| Jul 2021 | $451.3M | $417.9M | $33.4M | 14 | 5 |
| Jun 2021 | $451.3M | $417.9M | $33.4M | 14 | 5 |
| Jun 2021 | $451.3M | $417.9M | $33.4M | 14 | 5 |
| Feb 2021 | $451.3M | $417.9M | $33.4M | 14 | 5 |
| Jan 2021 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Oct 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Sep 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Sep 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Sep 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Sep 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Aug 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Jul 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Jul 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| May 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Apr 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Feb 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Jan 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Jan 2020 | $382.1M | $355.7M | $26.3M | 8 | 5 |
| Jan 2020 | $369.2M | $343.9M | $25.2M | 8 | 5 |
| Dec 2019 | $369.2M | $343.9M | $25.2M | 8 | 5 |
DateFeb 2023
Total AUM$541.1M
Discretionary$498.9M
Non-Disc.$42.3M
Employees12
Clients5
DateJan 2023
Total AUM$541.1M
Discretionary$498.9M
Non-Disc.$42.3M
Employees12
Clients5
DateMar 2022
Total AUM$541.1M
Discretionary$498.9M
Non-Disc.$42.3M
Employees12
Clients5
DateNov 2021
Total AUM$451.3M
Discretionary$417.9M
Non-Disc.$33.4M
Employees14
Clients5
DateOct 2021
Total AUM$451.3M
Discretionary$417.9M
Non-Disc.$33.4M
Employees14
Clients5
DateOct 2021
Total AUM$451.3M
Discretionary$417.9M
Non-Disc.$33.4M
Employees14
Clients5
DateJul 2021
Total AUM$451.3M
Discretionary$417.9M
Non-Disc.$33.4M
Employees14
Clients5
DateJun 2021
Total AUM$451.3M
Discretionary$417.9M
Non-Disc.$33.4M
Employees14
Clients5
DateJun 2021
Total AUM$451.3M
Discretionary$417.9M
Non-Disc.$33.4M
Employees14
Clients5
DateFeb 2021
Total AUM$451.3M
Discretionary$417.9M
Non-Disc.$33.4M
Employees14
Clients5
DateJan 2021
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateOct 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateSep 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateSep 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateSep 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateSep 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateAug 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateJul 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateJul 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateMay 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateApr 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateFeb 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateJan 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateJan 2020
Total AUM$382.1M
Discretionary$355.7M
Non-Disc.$26.3M
Employees8
Clients5
DateJan 2020
Total AUM$369.2M
Discretionary$343.9M
Non-Disc.$25.2M
Employees8
Clients5
DateDec 2019
Total AUM$369.2M
Discretionary$343.9M
Non-Disc.$25.2M
Employees8
Clients5