FINDEC WEALTH SERVICES, INC.
CRD #311949 SEC #801-120139 STOCKTON, CA 209-957-7413
SEC Registered
Total AUM
$770.6M
Discretionary
$770.6M
Employees
4
Clients
101
Accounts
1,435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $770.6M | $770.6M | $0 | 4 | 0 |
| Jan 2025 | $963.9M | $963.9M | $0 | 4 | 0 |
| Dec 2024 | $963.9M | $963.9M | $0 | 4 | 0 |
| Nov 2024 | $963.9M | $963.9M | $0 | 4 | 0 |
| Jun 2024 | $963.9M | $963.9M | $0 | 4 | 0 |
| Feb 2024 | $963.9M | $963.9M | $0 | 4 | 0 |
| Nov 2023 | $780M | $765.6M | $14.5M | 4 | 1 |
| Mar 2023 | $780M | $765.6M | $14.5M | 4 | 1 |
| Feb 2023 | $864M | $779.7M | $84.3M | 10 | 0 |
| Dec 2022 | $864M | $779.7M | $84.3M | 10 | 0 |
| Nov 2022 | $864M | $779.7M | $84.3M | 10 | 0 |
| Sep 2022 | $864M | $779.7M | $84.3M | 10 | 0 |
| May 2022 | $864M | $779.7M | $84.3M | 10 | 0 |
| Mar 2022 | $864M | $779.7M | $84.3M | 10 | 0 |
| Feb 2022 | $791.1M | $722.8M | $68.3M | 8 | 0 |
| Jun 2021 | $791.1M | $722.8M | $68.3M | 8 | 0 |
| Apr 2021 | $791.1M | $722.8M | $68.3M | 8 | 0 |
| Dec 2020 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$770.6M
Discretionary$770.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$963.9M
Discretionary$963.9M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$963.9M
Discretionary$963.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$963.9M
Discretionary$963.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$963.9M
Discretionary$963.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$963.9M
Discretionary$963.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$780M
Discretionary$765.6M
Non-Disc.$14.5M
Employees4
Clients1
DateMar 2023
Total AUM$780M
Discretionary$765.6M
Non-Disc.$14.5M
Employees4
Clients1
DateFeb 2023
Total AUM$864M
Discretionary$779.7M
Non-Disc.$84.3M
Employees10
Clients0
DateDec 2022
Total AUM$864M
Discretionary$779.7M
Non-Disc.$84.3M
Employees10
Clients0
DateNov 2022
Total AUM$864M
Discretionary$779.7M
Non-Disc.$84.3M
Employees10
Clients0
DateSep 2022
Total AUM$864M
Discretionary$779.7M
Non-Disc.$84.3M
Employees10
Clients0
DateMay 2022
Total AUM$864M
Discretionary$779.7M
Non-Disc.$84.3M
Employees10
Clients0
DateMar 2022
Total AUM$864M
Discretionary$779.7M
Non-Disc.$84.3M
Employees10
Clients0
DateFeb 2022
Total AUM$791.1M
Discretionary$722.8M
Non-Disc.$68.3M
Employees8
Clients0
DateJun 2021
Total AUM$791.1M
Discretionary$722.8M
Non-Disc.$68.3M
Employees8
Clients0
DateApr 2021
Total AUM$791.1M
Discretionary$722.8M
Non-Disc.$68.3M
Employees8
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0