MEDIA WEALTH, LLC
Legal name: MEDIA WEALTH
CRD #308446 SEC #801-118648 WALNUT CREEK, CA 650-252-0550
SEC Registered
Total AUM
$142.3M
Discretionary
$142.3M
Employees
3
Clients
10
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $142.3M | $142.3M | $0 | 3 | 0 |
| Mar 2025 | $142.3M | $142.3M | $0 | 3 | 0 |
| Oct 2024 | $109.4M | $109.4M | $0 | 4 | 0 |
| Apr 2024 | $109.4M | $109.4M | $0 | 4 | 0 |
| Mar 2024 | $109.4M | $109.4M | $0 | 4 | 0 |
| Nov 2023 | $59.3M | $59.3M | $0 | 4 | 0 |
| Oct 2023 | $59.3M | $59.3M | $0 | 4 | 0 |
| Sep 2023 | $59.3M | $59.3M | $0 | 4 | 0 |
| Jul 2023 | $59.3M | $59.3M | $0 | 4 | 0 |
| Mar 2023 | $59.3M | $59.3M | $0 | 4 | 0 |
| Apr 2022 | $76.1M | $75.8M | $291K | 4 | 0 |
| Mar 2022 | $76.1M | $75.8M | $291K | 4 | 0 |
| Apr 2021 | $1.4M | $1.4M | $0 | 5 | 0 |
| Mar 2021 | $1.4M | $1.4M | $0 | 5 | 0 |
| Jun 2020 | $0 | $0 | $0 | 5 | 0 |
| May 2020 | $0 | $0 | $0 | 5 | 0 |
| Apr 2020 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$59.3M
Discretionary$59.3M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$76.1M
Discretionary$75.8M
Non-Disc.$291K
Employees4
Clients0
DateMar 2022
Total AUM$76.1M
Discretionary$75.8M
Non-Disc.$291K
Employees4
Clients0
DateApr 2021
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0