W&S BROKERAGE SERVICES, INC.
CRD #8099 SEC #801-113946 CINCINNATI, OH 800-257-2135
SEC Registered Broker-Dealer
Total AUM
$175.8M
Discretionary
$175.8M
Employees
95
Clients
--
Accounts
655
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $175.8M | $175.8M | $0 | 95 | 655 |
| Mar 2025 | $175.8M | $175.8M | $0 | 95 | 655 |
| Jan 2025 | $122.9M | $122.9M | $0 | 85 | 451 |
| Oct 2024 | $122.9M | $122.9M | $0 | 85 | 451 |
| May 2024 | $122.9M | $122.9M | $0 | 85 | 451 |
| Apr 2024 | $122.9M | $122.9M | $0 | 85 | 451 |
| Mar 2024 | $122.9M | $122.9M | $0 | 85 | 451 |
| Jan 2024 | $53.8M | $53.8M | $0 | 71 | 233 |
| Apr 2023 | $53.8M | $53.8M | $0 | 71 | 233 |
| Apr 2023 | $53.8M | $53.8M | $0 | 71 | 233 |
| Mar 2023 | $53.8M | $53.8M | $0 | 71 | 233 |
| Jan 2023 | $20.1M | $20.1M | $0 | 81 | 70 |
| Dec 2022 | $20.1M | $20.1M | $0 | 81 | 70 |
| Nov 2022 | $20.1M | $20.1M | $0 | 81 | 70 |
| Jun 2022 | $20.1M | $20.1M | $0 | 81 | 70 |
| Mar 2022 | $20.1M | $20.1M | $0 | 81 | 70 |
| Jan 2022 | $6.6M | $6.6M | $0 | 104 | 19 |
| Jun 2021 | $6.6M | $6.6M | $0 | 104 | 19 |
| Mar 2021 | $6.6M | $6.6M | $0 | 104 | 19 |
| Oct 2020 | $2.2M | $2.2M | $0 | 102 | 6 |
| Oct 2020 | $2.2M | $2.2M | $0 | 102 | 6 |
| Jun 2020 | $2.2M | $2.2M | $0 | 102 | 6 |
| Apr 2020 | $2.2M | $2.2M | $0 | 102 | 6 |
| Mar 2020 | $2.2M | $2.2M | $0 | 102 | 6 |
| Mar 2019 | $0 | $0 | $0 | 16 | 0 |
| Mar 2019 | $0 | $0 | $0 | 420 | 0 |
| Feb 2019 | $0 | $0 | $0 | 420 | 0 |
| Aug 2018 | $0 | $0 | $0 | 420 | 0 |
DateMay 2025
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees95
Clients655
DateMar 2025
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees95
Clients655
DateJan 2025
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees85
Clients451
DateOct 2024
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees85
Clients451
DateMay 2024
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees85
Clients451
DateApr 2024
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees85
Clients451
DateMar 2024
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees85
Clients451
DateJan 2024
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees71
Clients233
DateApr 2023
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees71
Clients233
DateApr 2023
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees71
Clients233
DateMar 2023
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees71
Clients233
DateJan 2023
Total AUM$20.1M
Discretionary$20.1M
Non-Disc.$0
Employees81
Clients70
DateDec 2022
Total AUM$20.1M
Discretionary$20.1M
Non-Disc.$0
Employees81
Clients70
DateNov 2022
Total AUM$20.1M
Discretionary$20.1M
Non-Disc.$0
Employees81
Clients70
DateJun 2022
Total AUM$20.1M
Discretionary$20.1M
Non-Disc.$0
Employees81
Clients70
DateMar 2022
Total AUM$20.1M
Discretionary$20.1M
Non-Disc.$0
Employees81
Clients70
DateJan 2022
Total AUM$6.6M
Discretionary$6.6M
Non-Disc.$0
Employees104
Clients19
DateJun 2021
Total AUM$6.6M
Discretionary$6.6M
Non-Disc.$0
Employees104
Clients19
DateMar 2021
Total AUM$6.6M
Discretionary$6.6M
Non-Disc.$0
Employees104
Clients19
DateOct 2020
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees102
Clients6
DateOct 2020
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees102
Clients6
DateJun 2020
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees102
Clients6
DateApr 2020
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees102
Clients6
DateMar 2020
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees102
Clients6
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees420
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees420
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees420
Clients0