WEALTH MANAGEMENT ADVISORS, LLC
CRD #117764 SEC #801-79646 TEWKSBURY, MA 978-970-3400
SEC Registered
Total AUM
$321.8M
Discretionary
$316.4M
Employees
4
Clients
101
Accounts
903
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $321.8M | $316.4M | $5.4M | 4 | 12 |
| Oct 2020 | $307.9M | $303M | $4.9M | 4 | 8 |
| Mar 2020 | $307.9M | $303M | $4.9M | 4 | 8 |
| Mar 2019 | $265.2M | $261.2M | $4M | 5 | 12 |
| Jan 2019 | $271.5M | $267.4M | $4.1M | 5 | 0 |
| May 2018 | $271.5M | $267.4M | $4.1M | 5 | 0 |
| Mar 2018 | $271.5M | $267.4M | $4.1M | 5 | 0 |
| Apr 2017 | $243M | $243M | $0 | 4 | 200 |
| Mar 2017 | $243M | $243M | $0 | 4 | 200 |
| Jun 2016 | $416.2M | $291.7M | $124.5M | 4 | 140 |
| Mar 2016 | $416.2M | $291.7M | $124.5M | 4 | 140 |
| Oct 2015 | $327M | $235.6M | $91.4M | 4 | 142 |
| Jun 2015 | $327M | $235.6M | $91.4M | 4 | 142 |
| Mar 2015 | $327M | $235.6M | $91.4M | 4 | 142 |
| Oct 2014 | $190.9M | $0 | $190.9M | 7 | 200 |
| Sep 2014 | $190.9M | $0 | $190.9M | 7 | 200 |
| Apr 2014 | $190.9M | $0 | $190.9M | 7 | 200 |
DateMar 2021
Total AUM$321.8M
Discretionary$316.4M
Non-Disc.$5.4M
Employees4
Clients12
DateOct 2020
Total AUM$307.9M
Discretionary$303M
Non-Disc.$4.9M
Employees4
Clients8
DateMar 2020
Total AUM$307.9M
Discretionary$303M
Non-Disc.$4.9M
Employees4
Clients8
DateMar 2019
Total AUM$265.2M
Discretionary$261.2M
Non-Disc.$4M
Employees5
Clients12
DateJan 2019
Total AUM$271.5M
Discretionary$267.4M
Non-Disc.$4.1M
Employees5
Clients0
DateMay 2018
Total AUM$271.5M
Discretionary$267.4M
Non-Disc.$4.1M
Employees5
Clients0
DateMar 2018
Total AUM$271.5M
Discretionary$267.4M
Non-Disc.$4.1M
Employees5
Clients0
DateApr 2017
Total AUM$243M
Discretionary$243M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$243M
Discretionary$243M
Non-Disc.$0
Employees4
Clients200
DateJun 2016
Total AUM$416.2M
Discretionary$291.7M
Non-Disc.$124.5M
Employees4
Clients140
DateMar 2016
Total AUM$416.2M
Discretionary$291.7M
Non-Disc.$124.5M
Employees4
Clients140
DateOct 2015
Total AUM$327M
Discretionary$235.6M
Non-Disc.$91.4M
Employees4
Clients142
DateJun 2015
Total AUM$327M
Discretionary$235.6M
Non-Disc.$91.4M
Employees4
Clients142
DateMar 2015
Total AUM$327M
Discretionary$235.6M
Non-Disc.$91.4M
Employees4
Clients142
DateOct 2014
Total AUM$190.9M
Discretionary$0
Non-Disc.$190.9M
Employees7
Clients200
DateSep 2014
Total AUM$190.9M
Discretionary$0
Non-Disc.$190.9M
Employees7
Clients200
DateApr 2014
Total AUM$190.9M
Discretionary$0
Non-Disc.$190.9M
Employees7
Clients200