DBA: LEUTHOLD WEEDEN CAPITAL MANAGEMENT
| Total AUM | $1.17B |
| Discretionary | $1.12B96% of AUM |
| Non-Discretionary | $47.7M |
| Client Accounts | 200 |
| Avg Account Size | $5.8M |
| Employees | 17 |
| Peak AUM | $4.16BFeb 2010 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +8.0% | +1.4% | +3.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.17B |
| Discretionary | $1.12B |
| Employees | 17 |
| Client Accounts | 200 |
Address
100 NORTH 6TH STREET
MINNEAPOLIS MN 55403
Phone
612-332-9141
Filing History
79 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
95.9% of AUM
Non-Discretionary
$48M
4.1% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
No related registrations reported
| +7.8% /yrover 25 yrs · 79 filings |
Total AUM
$1.2B
| $1.1B |
| +8.4% |
| +0.9% |
| +3.1% |
| Non-Disc. AUM | $48M | 0.4% | +16.0% | +9.3% |
| Total Accounts | 200 | 13.8% | +22.4% | +15.3% |
| Avg Account Size | $6M | +25.3% | 17.2% | 10.5% |
| Employees | 17 | 0.0% | 3.6% | 5.0% |
| AUM / Employee | $69M | +8.0% | +5.2% | +8.7% |
Client AUM Segments | |||||
| Wealth AUM | $41M | +12.7% | +9.7% | 25.5% | |
| Institutional AUM | $311M | +9.6% | +6.7% | +22.0% | |
| Fund / Pooled AUM | $769M | +7.7% | 1.5% | +1.8% | |
| Other AUM | $48M | 0.4% | +16.0% | — | |
Client Count Segments | |||||
| Institutional | 35 | 5.4% | +1.0% | +3.8% | |
| Pooled / Fund | 6 | 0.0% | 0.0% | 0.0% | |
| Individuals | 60 | +17.6% | +4.9% | +1.8% | |