MAXWELL WEALTH STRATEGIES INC.
Legal name: MAXWELL WEALTH
CRD #317081 SEC #801-122641 PLEASANTON, CA 925-523-3288
SEC Registered
Total AUM
$290M
Discretionary
$290M
Employees
5
Clients
251
Accounts
660
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $290M | $290M | $0 | 5 | 0 |
| Dec 2024 | $290.4M | $289.6M | $846.4K | 5 | 0 |
| Feb 2024 | $231.1M | $217.1M | $14M | 5 | 0 |
| Nov 2023 | $202.8M | $191.7M | $11.1M | 5 | 0 |
| Oct 2023 | $202.8M | $191.7M | $11.1M | 5 | 0 |
| Oct 2023 | $220M | $210M | $10M | 5 | 0 |
| Sep 2023 | $220M | $210M | $10M | 5 | 0 |
| Sep 2023 | $132.4M | $122.4M | $10M | 5 | 0 |
| Jul 2023 | $132.4M | $122.4M | $10M | 5 | 0 |
| Jul 2023 | $132.4M | $122.4M | $10M | 5 | 0 |
| May 2023 | $132.4M | $122.4M | $10M | 3 | 0 |
| Jan 2023 | $132.4M | $122.4M | $10M | 3 | 0 |
| Jan 2023 | $145M | $135M | $10M | 3 | 0 |
| Nov 2022 | $145M | $135M | $10M | 2 | 0 |
| Sep 2022 | $145M | $135M | $10M | 1 | 0 |
| Jan 2022 | $145M | $135M | $10M | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$290M
Discretionary$290M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$290.4M
Discretionary$289.6M
Non-Disc.$846.4K
Employees5
Clients0
DateFeb 2024
Total AUM$231.1M
Discretionary$217.1M
Non-Disc.$14M
Employees5
Clients0
DateNov 2023
Total AUM$202.8M
Discretionary$191.7M
Non-Disc.$11.1M
Employees5
Clients0
DateOct 2023
Total AUM$202.8M
Discretionary$191.7M
Non-Disc.$11.1M
Employees5
Clients0
DateOct 2023
Total AUM$220M
Discretionary$210M
Non-Disc.$10M
Employees5
Clients0
DateSep 2023
Total AUM$220M
Discretionary$210M
Non-Disc.$10M
Employees5
Clients0
DateSep 2023
Total AUM$132.4M
Discretionary$122.4M
Non-Disc.$10M
Employees5
Clients0
DateJul 2023
Total AUM$132.4M
Discretionary$122.4M
Non-Disc.$10M
Employees5
Clients0
DateJul 2023
Total AUM$132.4M
Discretionary$122.4M
Non-Disc.$10M
Employees5
Clients0
DateMay 2023
Total AUM$132.4M
Discretionary$122.4M
Non-Disc.$10M
Employees3
Clients0
DateJan 2023
Total AUM$132.4M
Discretionary$122.4M
Non-Disc.$10M
Employees3
Clients0
DateJan 2023
Total AUM$145M
Discretionary$135M
Non-Disc.$10M
Employees3
Clients0
DateNov 2022
Total AUM$145M
Discretionary$135M
Non-Disc.$10M
Employees2
Clients0
DateSep 2022
Total AUM$145M
Discretionary$135M
Non-Disc.$10M
Employees1
Clients0
DateJan 2022
Total AUM$145M
Discretionary$135M
Non-Disc.$10M
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
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0