TMD WEALTH MANAGEMENT LLC
Legal name: TMD WEALTH MANAGEMENT
CRD #309514 SEC #801-119212 SCOTTSDALE, AZ 602-279-2020
SEC Registered
Total AUM
$780.8M
Discretionary
$776.2M
Employees
10
Clients
51
Accounts
1,674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2024 | $780.8M | $776.2M | $4.6M | 10 | 3 |
| Jun 2024 | $780.8M | $776.2M | $4.6M | 10 | 3 |
| Apr 2024 | $986.4M | $978.1M | $8.3M | 13 | 3 |
| Mar 2024 | $986.4M | $978.1M | $8.3M | 13 | 3 |
| Mar 2024 | $986.4M | $978.1M | $8.3M | 13 | 3 |
| Oct 2023 | $794.8M | $788.2M | $6.6M | 12 | 2 |
| Sep 2023 | $794.8M | $788.2M | $6.6M | 12 | 2 |
| Sep 2023 | $794.8M | $788.2M | $6.6M | 12 | 2 |
| Sep 2023 | $794.8M | $788.2M | $6.6M | 12 | 2 |
| May 2023 | $794.8M | $788.2M | $6.6M | 12 | 2 |
| Mar 2023 | $794.8M | $788.2M | $6.6M | 12 | 2 |
| Mar 2023 | $794.8M | $788.2M | $6.6M | 12 | 2 |
| Mar 2023 | $818.5M | $807.4M | $11.1M | 12 | 1 |
| Feb 2023 | $818.5M | $807.4M | $11.1M | 12 | 1 |
| Aug 2022 | $818.5M | $807.4M | $11.1M | 12 | 1 |
| Aug 2022 | $818.5M | $807.4M | $11.1M | 12 | 1 |
| Mar 2022 | $818.5M | $807.4M | $11.1M | 12 | 1 |
| Mar 2022 | $818.5M | $807.4M | $11.1M | 12 | 1 |
| Feb 2022 | $600.7M | $589.9M | $10.7M | 9 | 2 |
| Jul 2021 | $600.7M | $589.9M | $10.7M | 9 | 2 |
| Mar 2021 | $600.7M | $589.9M | $10.7M | 9 | 2 |
| Mar 2021 | $600.7M | $589.9M | $10.7M | 9 | 2 |
| Oct 2020 | $530.2M | $520.5M | $9.7M | 10 | 0 |
| Oct 2020 | $0 | $0 | $0 | 10 | 0 |
| Jul 2020 | $0 | $0 | $0 | 10 | 0 |
DateJun 2024
Total AUM$780.8M
Discretionary$776.2M
Non-Disc.$4.6M
Employees10
Clients3
DateJun 2024
Total AUM$780.8M
Discretionary$776.2M
Non-Disc.$4.6M
Employees10
Clients3
DateApr 2024
Total AUM$986.4M
Discretionary$978.1M
Non-Disc.$8.3M
Employees13
Clients3
DateMar 2024
Total AUM$986.4M
Discretionary$978.1M
Non-Disc.$8.3M
Employees13
Clients3
DateMar 2024
Total AUM$986.4M
Discretionary$978.1M
Non-Disc.$8.3M
Employees13
Clients3
DateOct 2023
Total AUM$794.8M
Discretionary$788.2M
Non-Disc.$6.6M
Employees12
Clients2
DateSep 2023
Total AUM$794.8M
Discretionary$788.2M
Non-Disc.$6.6M
Employees12
Clients2
DateSep 2023
Total AUM$794.8M
Discretionary$788.2M
Non-Disc.$6.6M
Employees12
Clients2
DateSep 2023
Total AUM$794.8M
Discretionary$788.2M
Non-Disc.$6.6M
Employees12
Clients2
DateMay 2023
Total AUM$794.8M
Discretionary$788.2M
Non-Disc.$6.6M
Employees12
Clients2
DateMar 2023
Total AUM$794.8M
Discretionary$788.2M
Non-Disc.$6.6M
Employees12
Clients2
DateMar 2023
Total AUM$794.8M
Discretionary$788.2M
Non-Disc.$6.6M
Employees12
Clients2
DateMar 2023
Total AUM$818.5M
Discretionary$807.4M
Non-Disc.$11.1M
Employees12
Clients1
DateFeb 2023
Total AUM$818.5M
Discretionary$807.4M
Non-Disc.$11.1M
Employees12
Clients1
DateAug 2022
Total AUM$818.5M
Discretionary$807.4M
Non-Disc.$11.1M
Employees12
Clients1
DateAug 2022
Total AUM$818.5M
Discretionary$807.4M
Non-Disc.$11.1M
Employees12
Clients1
DateMar 2022
Total AUM$818.5M
Discretionary$807.4M
Non-Disc.$11.1M
Employees12
Clients1
DateMar 2022
Total AUM$818.5M
Discretionary$807.4M
Non-Disc.$11.1M
Employees12
Clients1
DateFeb 2022
Total AUM$600.7M
Discretionary$589.9M
Non-Disc.$10.7M
Employees9
Clients2
DateJul 2021
Total AUM$600.7M
Discretionary$589.9M
Non-Disc.$10.7M
Employees9
Clients2
DateMar 2021
Total AUM$600.7M
Discretionary$589.9M
Non-Disc.$10.7M
Employees9
Clients2
DateMar 2021
Total AUM$600.7M
Discretionary$589.9M
Non-Disc.$10.7M
Employees9
Clients2
DateOct 2020
Total AUM$530.2M
Discretionary$520.5M
Non-Disc.$9.7M
Employees10
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0