INSIGNEO WEALTH ADVISORS, LLC
CRD #112706 SEC #801-72275 MIAMI, FL 305-373-9000
SEC Registered
Total AUM
$21.9M
Discretionary
$21.8M
Employees
4
Clients
--
Accounts
23
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $21.9M | $21.8M | $68.2K | 4 | 6 |
| Nov 2020 | $103.1M | $84.6M | $18.5M | 12 | 11 |
| Oct 2020 | $103.1M | $84.6M | $18.5M | 12 | 11 |
| Jun 2020 | $103.1M | $84.6M | $18.5M | 12 | 11 |
| May 2020 | $103.1M | $84.6M | $18.5M | 12 | 11 |
| Mar 2020 | $103.1M | $84.6M | $18.5M | 12 | 11 |
| Mar 2019 | $105M | $74.5M | $30.5M | 12 | 13 |
| Mar 2018 | $177.2M | $112.2M | $65M | 19 | 18 |
| Sep 2017 | $189M | $140M | $49M | 20 | 26 |
| Aug 2017 | $189M | $140M | $49M | 20 | 26 |
| Apr 2017 | $189M | $152M | $37M | 26 | 26 |
| Mar 2017 | $189M | $152M | $37M | 26 | 26 |
| Mar 2016 | $426.3M | $204.5M | $221.9M | 32 | 200 |
| Jan 2016 | $419.8M | $122.3M | $297.6M | 22 | 26 |
| Jun 2015 | $419.8M | $122.3M | $297.6M | 22 | 26 |
| Apr 2015 | $419.8M | $122.3M | $297.6M | 22 | 26 |
| Mar 2015 | $419.8M | $122.3M | $297.6M | 22 | 26 |
| Mar 2014 | $256.2M | $109.5M | $146.8M | 14 | 26 |
| Jun 2013 | $122.7M | $109.4M | $13.4M | 14 | 26 |
| Apr 2013 | $122.7M | $109.4M | $13.4M | 14 | 26 |
| Mar 2013 | $122.7M | $109.4M | $13.4M | 14 | 26 |
| Nov 2012 | $102.1M | $90.5M | $11.6M | 10 | 26 |
| Mar 2012 | $102.1M | $90.5M | $11.6M | 1 | 26 |
| Jun 2011 | $99.7M | $76.6M | $23.1M | 5 | -- |
| Mar 2011 | $99.7M | $76.6M | $23.1M | 5 | -- |
| Nov 2003 | $14.3M | $0 | $14.3M | 10 | -- |
| Mar 2002 | $25M | $0 | $25M | 5 | -- |
| Jun 2001 | $0 | $0 | $0 | 5 | -- |
DateMar 2021
Total AUM$21.9M
Discretionary$21.8M
Non-Disc.$68.2K
Employees4
Clients6
DateNov 2020
Total AUM$103.1M
Discretionary$84.6M
Non-Disc.$18.5M
Employees12
Clients11
DateOct 2020
Total AUM$103.1M
Discretionary$84.6M
Non-Disc.$18.5M
Employees12
Clients11
DateJun 2020
Total AUM$103.1M
Discretionary$84.6M
Non-Disc.$18.5M
Employees12
Clients11
DateMay 2020
Total AUM$103.1M
Discretionary$84.6M
Non-Disc.$18.5M
Employees12
Clients11
DateMar 2020
Total AUM$103.1M
Discretionary$84.6M
Non-Disc.$18.5M
Employees12
Clients11
DateMar 2019
Total AUM$105M
Discretionary$74.5M
Non-Disc.$30.5M
Employees12
Clients13
DateMar 2018
Total AUM$177.2M
Discretionary$112.2M
Non-Disc.$65M
Employees19
Clients18
DateSep 2017
Total AUM$189M
Discretionary$140M
Non-Disc.$49M
Employees20
Clients26
DateAug 2017
Total AUM$189M
Discretionary$140M
Non-Disc.$49M
Employees20
Clients26
DateApr 2017
Total AUM$189M
Discretionary$152M
Non-Disc.$37M
Employees26
Clients26
DateMar 2017
Total AUM$189M
Discretionary$152M
Non-Disc.$37M
Employees26
Clients26
DateMar 2016
Total AUM$426.3M
Discretionary$204.5M
Non-Disc.$221.9M
Employees32
Clients200
DateJan 2016
Total AUM$419.8M
Discretionary$122.3M
Non-Disc.$297.6M
Employees22
Clients26
DateJun 2015
Total AUM$419.8M
Discretionary$122.3M
Non-Disc.$297.6M
Employees22
Clients26
DateApr 2015
Total AUM$419.8M
Discretionary$122.3M
Non-Disc.$297.6M
Employees22
Clients26
DateMar 2015
Total AUM$419.8M
Discretionary$122.3M
Non-Disc.$297.6M
Employees22
Clients26
DateMar 2014
Total AUM$256.2M
Discretionary$109.5M
Non-Disc.$146.8M
Employees14
Clients26
DateJun 2013
Total AUM$122.7M
Discretionary$109.4M
Non-Disc.$13.4M
Employees14
Clients26
DateApr 2013
Total AUM$122.7M
Discretionary$109.4M
Non-Disc.$13.4M
Employees14
Clients26
DateMar 2013
Total AUM$122.7M
Discretionary$109.4M
Non-Disc.$13.4M
Employees14
Clients26
DateNov 2012
Total AUM$102.1M
Discretionary$90.5M
Non-Disc.$11.6M
Employees10
Clients26
DateMar 2012
Total AUM$102.1M
Discretionary$90.5M
Non-Disc.$11.6M
Employees1
Clients26
DateJun 2011
Total AUM$99.7M
Discretionary$76.6M
Non-Disc.$23.1M
Employees5
Clients--
DateMar 2011
Total AUM$99.7M
Discretionary$76.6M
Non-Disc.$23.1M
Employees5
Clients--
DateNov 2003
Total AUM$14.3M
Discretionary$0
Non-Disc.$14.3M
Employees10
Clients--
DateMar 2002
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--