PIN WEALTH, LLC
Legal name: PIN WEALTH
CRD #316919 SEC #801-122713 NORTH READING, MA 781-239-1187
SEC Registered
Total AUM
$83.5M
Discretionary
$83.5M
Employees
2
Clients
0
Accounts
491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $83.5M | $83.5M | $0 | 2 | 0 |
| Apr 2024 | $83.5M | $83.5M | $0 | 2 | 0 |
| Mar 2024 | $83.5M | $83.5M | $0 | 2 | 0 |
| Mar 2024 | $61.7M | $61.7M | $0 | 2 | 0 |
| Mar 2024 | $61.7M | $61.7M | $0 | 2 | 0 |
| Jan 2024 | $61.7M | $61.7M | $0 | 2 | 0 |
| Dec 2023 | $61.7M | $61.7M | $0 | 2 | 0 |
| Dec 2023 | $61.7M | $61.7M | $0 | 2 | 0 |
| Oct 2023 | $61.7M | $61.7M | $0 | 4 | 0 |
| Apr 2023 | $61.7M | $61.7M | $0 | 4 | 0 |
| Mar 2023 | $61.7M | $61.7M | $0 | 4 | 0 |
| Dec 2022 | $53.6M | $53.6M | $0 | 4 | 0 |
| May 2022 | $53.6M | $53.6M | $0 | 4 | 0 |
| Mar 2022 | $53.6M | $53.6M | $0 | 4 | 0 |
| Feb 2022 | $0 | $0 | $0 | 1 | 0 |
| Jan 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
DateMay 2024
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$61.7M
Discretionary$61.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0