ICAPITAL WEALTH LLC
CRD #311102 SEC #801-119696 CLAYTON, CA (925) 276-0427
SEC Registered
Total AUM
$296.9M
Discretionary
$186.7M
Employees
3
Clients
0
Accounts
162
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $296.9M | $186.7M | $110.2M | 3 | 0 |
| Nov 2022 | $444.2M | $321.9M | $122.3M | 3 | 0 |
| Sep 2022 | $444.2M | $321.9M | $122.3M | 3 | 0 |
| Apr 2022 | $444.2M | $321.9M | $122.3M | 3 | 0 |
| Mar 2022 | $444.2M | $321.9M | $122.3M | 3 | 0 |
| Jan 2022 | $451M | $353M | $98M | 3 | 0 |
| Apr 2021 | $451M | $353M | $98M | 3 | 0 |
| Mar 2021 | $451M | $353M | $98M | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
| Nov 2020 | $0 | $0 | $0 | 3 | 0 |
| Nov 2020 | $0 | $0 | $0 | 3 | 0 |
| Oct 2020 | $0 | $0 | $0 | 3 | 0 |
| Sep 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2023
Total AUM$296.9M
Discretionary$186.7M
Non-Disc.$110.2M
Employees3
Clients0
DateNov 2022
Total AUM$444.2M
Discretionary$321.9M
Non-Disc.$122.3M
Employees3
Clients0
DateSep 2022
Total AUM$444.2M
Discretionary$321.9M
Non-Disc.$122.3M
Employees3
Clients0
DateApr 2022
Total AUM$444.2M
Discretionary$321.9M
Non-Disc.$122.3M
Employees3
Clients0
DateMar 2022
Total AUM$444.2M
Discretionary$321.9M
Non-Disc.$122.3M
Employees3
Clients0
DateJan 2022
Total AUM$451M
Discretionary$353M
Non-Disc.$98M
Employees3
Clients0
DateApr 2021
Total AUM$451M
Discretionary$353M
Non-Disc.$98M
Employees3
Clients0
DateMar 2021
Total AUM$451M
Discretionary$353M
Non-Disc.$98M
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0