SARATOGA WEALTH ADVISORS, LLC
CRD #124529 SEC #801-61681 SARATOGA SPRINGS, NY 518-587-7147
SEC Registered
Total AUM
$93M
Discretionary
$92.9M
Employees
1
Clients
51
Accounts
289
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $93M | $92.9M | $50.4K | 1 | 4 |
| Mar 2022 | $116.6M | $116.1M | $512.7K | 1 | 4 |
| Apr 2021 | $107.5M | $106.5M | $1M | 1 | 34 |
| Mar 2021 | $107.5M | $106.5M | $1M | 1 | 34 |
| Jun 2020 | $97.3M | $96.7M | $591.6K | 2 | 34 |
| Mar 2020 | $97.3M | $96.7M | $591.6K | 2 | 34 |
| Mar 2019 | $87.4M | $87M | $420.1K | 2 | 34 |
| Apr 2018 | $99.7M | $99.4M | $364.8K | 2 | 33 |
| Mar 2017 | $88.9M | $88M | $828.1K | 5 | 26 |
| Mar 2016 | $77.8M | $76.4M | $1.4M | 5 | 26 |
| Mar 2015 | $79.3M | $77.3M | $2M | 5 | 26 |
| Mar 2014 | $78.5M | $78.4M | $75.5K | 5 | 26 |
| Mar 2013 | $59.6M | $58.3M | $1.3M | 5 | 26 |
| Mar 2012 | $51.9M | $45.3M | $6.6M | 1 | 26 |
| Mar 2011 | $52.6M | $50M | $2.6M | 5 | -- |
| Feb 2011 | $52.6M | $50M | $2.6M | 5 | -- |
| Oct 2010 | $45.3M | $41.9M | $3.4M | 5 | -- |
| Mar 2007 | $60.2M | $60.1M | $50.4K | 5 | -- |
| Mar 2006 | $44.4M | $44.2M | $113K | 5 | -- |
DateMar 2023
Total AUM$93M
Discretionary$92.9M
Non-Disc.$50.4K
Employees1
Clients4
DateMar 2022
Total AUM$116.6M
Discretionary$116.1M
Non-Disc.$512.7K
Employees1
Clients4
DateApr 2021
Total AUM$107.5M
Discretionary$106.5M
Non-Disc.$1M
Employees1
Clients34
DateMar 2021
Total AUM$107.5M
Discretionary$106.5M
Non-Disc.$1M
Employees1
Clients34
DateJun 2020
Total AUM$97.3M
Discretionary$96.7M
Non-Disc.$591.6K
Employees2
Clients34
DateMar 2020
Total AUM$97.3M
Discretionary$96.7M
Non-Disc.$591.6K
Employees2
Clients34
DateMar 2019
Total AUM$87.4M
Discretionary$87M
Non-Disc.$420.1K
Employees2
Clients34
DateApr 2018
Total AUM$99.7M
Discretionary$99.4M
Non-Disc.$364.8K
Employees2
Clients33
DateMar 2017
Total AUM$88.9M
Discretionary$88M
Non-Disc.$828.1K
Employees5
Clients26
DateMar 2016
Total AUM$77.8M
Discretionary$76.4M
Non-Disc.$1.4M
Employees5
Clients26
DateMar 2015
Total AUM$79.3M
Discretionary$77.3M
Non-Disc.$2M
Employees5
Clients26
DateMar 2014
Total AUM$78.5M
Discretionary$78.4M
Non-Disc.$75.5K
Employees5
Clients26
DateMar 2013
Total AUM$59.6M
Discretionary$58.3M
Non-Disc.$1.3M
Employees5
Clients26
DateMar 2012
Total AUM$51.9M
Discretionary$45.3M
Non-Disc.$6.6M
Employees1
Clients26
DateMar 2011
Total AUM$52.6M
Discretionary$50M
Non-Disc.$2.6M
Employees5
Clients--
DateFeb 2011
Total AUM$52.6M
Discretionary$50M
Non-Disc.$2.6M
Employees5
Clients--
DateOct 2010
Total AUM$45.3M
Discretionary$41.9M
Non-Disc.$3.4M
Employees5
Clients--
DateMar 2007
Total AUM$60.2M
Discretionary$60.1M
Non-Disc.$50.4K
Employees5
Clients--
DateMar 2006
Total AUM$44.4M
Discretionary$44.2M
Non-Disc.$113K
Employees5
Clients--