SWEETWATER FINANCIAL ADVISORS, LLC
CRD #118372 SEC #801-62459 SUGAR LAND, TX 281-491-3333
SEC Registered
Total AUM
$84.4M
Discretionary
$80.6M
Employees
4
Clients
11
Accounts
323
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $47.8M | $44M | $3.8M | 4 | 0 |
| Feb 2019 | $84.4M | $80.6M | $3.8M | 4 | 0 |
| Nov 2018 | $84.4M | $80.6M | $3.8M | 4 | 0 |
| Mar 2018 | $84.4M | $80.6M | $3.8M | 4 | 0 |
| Dec 2017 | $96M | $96M | $0 | 4 | 0 |
| Mar 2017 | $96M | $96M | $0 | 4 | 140 |
| Feb 2016 | $124.5M | $124.5M | $0 | 4 | 200 |
| Feb 2015 | $196.3M | $196.3M | $0 | 4 | 200 |
| Mar 2014 | $213.5M | $213.5M | $0 | 4 | 200 |
| Mar 2014 | $213.5M | $213.5M | $0 | 4 | 200 |
| Feb 2013 | $210.1M | $210.1M | $0 | 4 | 200 |
| Feb 2013 | $204.3M | $204.3M | $0 | 4 | 200 |
| Mar 2012 | $140M | $140M | $0 | 1 | 200 |
| Dec 2011 | $122M | $122M | $0 | 1 | 101 |
| Feb 2011 | $122M | $122M | $0 | 5 | -- |
| Mar 2009 | $68.1M | $67.1M | $1.1M | 5 | -- |
| Feb 2008 | $115M | $115M | $0 | 5 | -- |
| Jan 2008 | $70M | $70M | $0 | 5 | -- |
| Aug 2007 | $70M | $70M | $0 | 5 | -- |
| Feb 2007 | $70M | $70M | $0 | 5 | -- |
| Feb 2006 | $43M | $43M | $0 | 5 | -- |
| Jan 2006 | $35.2M | $35.2M | $0 | 5 | -- |
| May 2005 | $35.2M | $35.2M | $0 | 5 | -- |
| Oct 2003 | $25.3M | $25.3M | $0 | 5 | -- |
DateMar 2019
Total AUM$47.8M
Discretionary$44M
Non-Disc.$3.8M
Employees4
Clients0
DateFeb 2019
Total AUM$84.4M
Discretionary$80.6M
Non-Disc.$3.8M
Employees4
Clients0
DateNov 2018
Total AUM$84.4M
Discretionary$80.6M
Non-Disc.$3.8M
Employees4
Clients0
DateMar 2018
Total AUM$84.4M
Discretionary$80.6M
Non-Disc.$3.8M
Employees4
Clients0
DateDec 2017
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$96M
Discretionary$96M
Non-Disc.$0
Employees4
Clients140
DateFeb 2016
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees4
Clients200
DateFeb 2015
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees4
Clients200
DateFeb 2013
Total AUM$210.1M
Discretionary$210.1M
Non-Disc.$0
Employees4
Clients200
DateFeb 2013
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients101
DateFeb 2011
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$68.1M
Discretionary$67.1M
Non-Disc.$1.1M
Employees5
Clients--
DateFeb 2008
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees5
Clients--