WEALTH ADVISORS, LLC
CRD #108769 SEC #801-57957 LAKE OSWEGO, OR 503-620-5329
SEC Registered
Total AUM
$182.4M
Discretionary
$51.5M
Employees
--
Clients
25
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $270M | $262M | $8M | -- | -- |
| May 2007 | $210M | $202.5M | $7.5M | -- | -- |
| Mar 2007 | $95.5M | $92.5M | $3M | -- | -- |
| Mar 2006 | $46.2M | $43.3M | $2.9M | -- | -- |
| Dec 2005 | $182.4M | $51.5M | $130.9M | -- | -- |
| Sep 2005 | $182.4M | $51.5M | $130.9M | -- | -- |
| Dec 2004 | $46.2M | $43.3M | $2.9M | 10 | -- |
| May 2001 | $156.5M | $33.5M | $123M | 5 | -- |
DateMar 2008
Total AUM$270M
Discretionary$262M
Non-Disc.$8M
Employees--
Clients--
DateMay 2007
Total AUM$210M
Discretionary$202.5M
Non-Disc.$7.5M
Employees--
Clients--
DateMar 2007
Total AUM$95.5M
Discretionary$92.5M
Non-Disc.$3M
Employees--
Clients--
DateMar 2006
Total AUM$46.2M
Discretionary$43.3M
Non-Disc.$2.9M
Employees--
Clients--
DateDec 2005
Total AUM$182.4M
Discretionary$51.5M
Non-Disc.$130.9M
Employees--
Clients--
DateSep 2005
Total AUM$182.4M
Discretionary$51.5M
Non-Disc.$130.9M
Employees--
Clients--
DateDec 2004
Total AUM$46.2M
Discretionary$43.3M
Non-Disc.$2.9M
Employees10
Clients--
DateMay 2001
Total AUM$156.5M
Discretionary$33.5M
Non-Disc.$123M
Employees5
Clients--