DISCIPLINE WEALTH SOLUTIONS, INC.
CRD #315846 SEC #801-122049 GREENVILLE, SC 864-322-6046
SEC Registered
Total AUM
$316.3M
Discretionary
$316.3M
Employees
15
Clients
0
Accounts
2,750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $316.3M | $316.3M | $0 | 15 | 0 |
| Aug 2025 | $316.3M | $316.3M | $0 | 15 | 0 |
| May 2025 | $316.3M | $316.3M | $0 | 14 | 0 |
| Feb 2025 | $316.3M | $316.3M | $0 | 14 | 0 |
| Nov 2024 | $93M | $93M | $0 | 14 | 0 |
| Nov 2024 | $93M | $93M | $0 | 14 | 0 |
| Oct 2024 | $93M | $93M | $0 | 14 | 0 |
| Oct 2024 | $93M | $93M | $0 | 8 | 0 |
| Sep 2024 | $93M | $93M | $0 | 8 | 0 |
| Aug 2024 | $93M | $93M | $0 | 3 | 0 |
| Jul 2024 | $93M | $93M | $0 | 3 | 0 |
| Jul 2024 | $93M | $93M | $0 | 3 | 0 |
| May 2024 | $93M | $93M | $0 | 3 | 0 |
| Apr 2024 | $93M | $93M | $0 | 3 | 0 |
| Mar 2024 | $93M | $93M | $0 | 2 | 0 |
| Feb 2024 | $93M | $93M | $0 | 2 | 0 |
| Feb 2024 | $93M | $93M | $0 | 2 | 0 |
| Feb 2024 | $93M | $93M | $0 | 2 | 0 |
| Oct 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2023 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
| Dec 2021 | $0 | $0 | $0 | 2 | 0 |
| Jul 2021 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$316.3M
Discretionary$316.3M
Non-Disc.$0
Employees15
Clients0
DateAug 2025
Total AUM$316.3M
Discretionary$316.3M
Non-Disc.$0
Employees15
Clients0
DateMay 2025
Total AUM$316.3M
Discretionary$316.3M
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$316.3M
Discretionary$316.3M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees14
Clients0
DateNov 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees14
Clients0
DateOct 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees14
Clients0
DateOct 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees8
Clients0
DateSep 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees3
Clients0
DateMay 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0