SYSTM WEALTH SOLUTIONS LLC
Legal name: SYSTM WEALTH SOLUTIONS
CRD #321267 SEC #801-126218 CHICAGO, IL 312-236-1600
SEC Registered
Total AUM
$839.2M
Discretionary
$839.2M
Employees
1
Clients
--
Accounts
1,315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $839.2M | $839.2M | $0 | 1 | 0 |
| Mar 2024 | $839.2M | $839.2M | $0 | 1 | 0 |
| Mar 2024 | $839.2M | $839.2M | $0 | 1 | 0 |
| Jul 2023 | $684.9M | $684.9M | $0 | 11 | 0 |
| Mar 2023 | $684.9M | $684.9M | $0 | 11 | 0 |
| Jan 2023 | $500.6M | $500.6M | $0 | 6 | 0 |
| Nov 2022 | $500.6M | $500.6M | $0 | 6 | 0 |
| Aug 2022 | $0 | $0 | $0 | 10 | 0 |
| Jun 2022 | $0 | $0 | $0 | 10 | 0 |
| Jun 2022 | $0 | $0 | $0 | 10 | 0 |
DateApr 2024
Total AUM$839.2M
Discretionary$839.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$839.2M
Discretionary$839.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$839.2M
Discretionary$839.2M
Non-Disc.$0
Employees1
Clients0
DateJul 2023
Total AUM$684.9M
Discretionary$684.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$684.9M
Discretionary$684.9M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$500.6M
Discretionary$500.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$500.6M
Discretionary$500.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0