POSITION WEALTH LLC
Legal name: POSITION WEALTH
CRD #325116 SEC #801-127393 THE WOODLANDS, TX 281-968-2780
SEC Registered
Total AUM
$206.2M
Discretionary
$206.2M
Employees
3
Clients
0
Accounts
581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $206.2M | $206.2M | $0 | 3 | 0 |
| Feb 2025 | $206.2M | $206.2M | $0 | 3 | 0 |
| Jul 2024 | $166.4M | $166.4M | $0 | 2 | 0 |
| Feb 2024 | $166.4M | $166.4M | $0 | 2 | 0 |
| Jul 2023 | $153.2M | $153.2M | $0 | 2 | 0 |
| May 2023 | $131.2M | $131.2M | $0 | 2 | 0 |
| Mar 2023 | $131.2M | $131.2M | $0 | 2 | 0 |
| Jan 2023 | $131.2M | $131.2M | $0 | 2 | 0 |
| Jan 2023 | $131.2M | $131.2M | $0 | 2 | 0 |
DateJun 2025
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$206.2M
Discretionary$206.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees2
Clients0