ICA GROUP WEALTH MANAGEMENT, LLC
CRD #311419 SEC #801-120855 DENVER, CO 720-758-8000
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
45
Clients
1
Accounts
6,308
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $1.2B | $1.2B | $0 | 45 | 0 |
| Mar 2024 | $1.2B | $1.2B | $0 | 45 | 0 |
| Oct 2023 | $1B | $1B | $0 | 48 | 0 |
| Jun 2023 | $1B | $1B | $0 | 48 | 0 |
| Mar 2023 | $1B | $1B | $0 | 48 | 0 |
| Sep 2022 | $1.3B | $1.3B | $0 | 39 | 0 |
| Aug 2022 | $1.3B | $1.3B | $0 | 39 | 0 |
| Aug 2022 | $653.1M | $653.1M | $0 | 31 | 0 |
| Aug 2022 | $653.1M | $653.1M | $0 | 31 | 0 |
| Mar 2022 | $653.1M | $653.1M | $0 | 31 | 0 |
| Feb 2022 | $109.1M | $109.1M | $0 | 10 | 0 |
| Jan 2022 | $109.1M | $109.1M | $0 | 10 | 0 |
| Oct 2021 | $109.1M | $109.1M | $0 | 10 | 0 |
| Sep 2021 | $109.1M | $109.1M | $0 | 10 | 0 |
| Aug 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
DateApr 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees45
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees45
Clients0
DateOct 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees48
Clients0
DateJun 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees48
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees48
Clients0
DateSep 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees39
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees39
Clients0
DateAug 2022
Total AUM$653.1M
Discretionary$653.1M
Non-Disc.$0
Employees31
Clients0
DateAug 2022
Total AUM$653.1M
Discretionary$653.1M
Non-Disc.$0
Employees31
Clients0
DateMar 2022
Total AUM$653.1M
Discretionary$653.1M
Non-Disc.$0
Employees31
Clients0
DateFeb 2022
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees10
Clients0
DateJan 2022
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees10
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0