HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #323171 SEC #801-126797 CARY, NC 919-851-5512
SEC Registered
Total AUM
$97.3M
Discretionary
$97.3M
Employees
4
Clients
101
Accounts
548
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $97.3M | $97.3M | $0 | 4 | 0 |
| Mar 2025 | $97.3M | $97.3M | $0 | 4 | 0 |
| Nov 2024 | $124M | $124M | $0 | 6 | 0 |
| Jul 2024 | $124M | $124M | $0 | 6 | 0 |
| Apr 2024 | $124M | $124M | $0 | 6 | 0 |
| Mar 2024 | $124M | $124M | $0 | 6 | 0 |
| Sep 2023 | $102.2M | $102.2M | $0 | 6 | 0 |
| Jun 2023 | $102.2M | $102.2M | $0 | 6 | 0 |
| Feb 2023 | $102.2M | $102.2M | $0 | 6 | 0 |
| Sep 2022 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0