WATER VALLEY INVESTMENT ADVISORS, INC.
CRD #116936 SEC #801-121860 LITTLE ELM, TX 630-926-0537
SEC Registered
Total AUM
$141.2M
Discretionary
$141.2M
Employees
3
Clients
0
Accounts
151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $141.2M | $141.2M | $0 | 3 | 0 |
| Apr 2025 | $141.2M | $141.2M | $0 | 3 | 0 |
| Mar 2024 | $125.5M | $125.5M | $0 | 3 | 0 |
| Mar 2023 | $94M | $94M | $0 | 3 | 0 |
| Feb 2022 | $105M | $105M | $0 | 3 | 0 |
| Feb 2022 | $105M | $105M | $0 | 3 | 0 |
| Oct 2021 | $109.2M | $109.2M | $0 | 3 | 0 |
| Jul 2021 | $109.2M | $109.2M | $0 | 3 | 0 |
| Jun 2021 | $109.2M | $109.2M | $0 | 3 | 0 |
DateNov 2025
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0