PETERS WEALTH ADVISORS LLC
CRD #106949 SEC #801-43668 BATON ROUGE, LA 225-766-4885
SEC Registered
Total AUM
$249.9M
Discretionary
$249.9M
Employees
6
Clients
11
Accounts
885
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2018 | $249.9M | $249.9M | $0 | 6 | 0 |
| Feb 2018 | $249.9M | $249.9M | $0 | 6 | 0 |
| Mar 2017 | $196.6M | $151.5M | $45.1M | 6 | 400 |
| Mar 2016 | $200.3M | $157.3M | $43M | 6 | 400 |
| Feb 2015 | $201.1M | $159.6M | $41.5M | 6 | 400 |
| Oct 2014 | $206.1M | $181.4M | $24.7M | 6 | 400 |
| Mar 2014 | $206.1M | $181.4M | $24.7M | 5 | 400 |
| Mar 2013 | $190.5M | $168.1M | $22.5M | 5 | 400 |
| Mar 2013 | $190.5M | $168.1M | $22.5M | 5 | 400 |
| Mar 2012 | $174.1M | $153.1M | $21M | 1 | 400 |
| Aug 2011 | $182.7M | $152.9M | $29.8M | 5 | -- |
| Mar 2011 | $182.7M | $152.9M | $29.8M | 5 | -- |
| Feb 2011 | $182.7M | $152.9M | $29.8M | 5 | -- |
| Mar 2008 | $160M | $127.8M | $32.2M | 10 | -- |
| Mar 2007 | $128.2M | $109.5M | $18.7M | 10 | -- |
| Feb 2006 | $121.4M | $98.5M | $22.9M | 10 | -- |
| Sep 2005 | $105.2M | $88.4M | $16.8M | 10 | -- |
| Apr 2002 | $65M | $65M | $0 | 5 | -- |
DateJun 2018
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$196.6M
Discretionary$151.5M
Non-Disc.$45.1M
Employees6
Clients400
DateMar 2016
Total AUM$200.3M
Discretionary$157.3M
Non-Disc.$43M
Employees6
Clients400
DateFeb 2015
Total AUM$201.1M
Discretionary$159.6M
Non-Disc.$41.5M
Employees6
Clients400
DateOct 2014
Total AUM$206.1M
Discretionary$181.4M
Non-Disc.$24.7M
Employees6
Clients400
DateMar 2014
Total AUM$206.1M
Discretionary$181.4M
Non-Disc.$24.7M
Employees5
Clients400
DateMar 2013
Total AUM$190.5M
Discretionary$168.1M
Non-Disc.$22.5M
Employees5
Clients400
DateMar 2013
Total AUM$190.5M
Discretionary$168.1M
Non-Disc.$22.5M
Employees5
Clients400
DateMar 2012
Total AUM$174.1M
Discretionary$153.1M
Non-Disc.$21M
Employees1
Clients400
DateAug 2011
Total AUM$182.7M
Discretionary$152.9M
Non-Disc.$29.8M
Employees5
Clients--
DateMar 2011
Total AUM$182.7M
Discretionary$152.9M
Non-Disc.$29.8M
Employees5
Clients--
DateFeb 2011
Total AUM$182.7M
Discretionary$152.9M
Non-Disc.$29.8M
Employees5
Clients--
DateMar 2008
Total AUM$160M
Discretionary$127.8M
Non-Disc.$32.2M
Employees10
Clients--
DateMar 2007
Total AUM$128.2M
Discretionary$109.5M
Non-Disc.$18.7M
Employees10
Clients--
DateFeb 2006
Total AUM$121.4M
Discretionary$98.5M
Non-Disc.$22.9M
Employees10
Clients--
DateSep 2005
Total AUM$105.2M
Discretionary$88.4M
Non-Disc.$16.8M
Employees10
Clients--
DateApr 2002
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--