WALL ADVISORS, INC.
CRD #125272 SEC #801-119837 LAKELAND, FL 863-683-0708
SEC Registered
Total AUM
$186M
Discretionary
$181.2M
Employees
3
Clients
0
Accounts
437
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $208.3M | $206.5M | $1.8M | 3 | 0 |
| Sep 2022 | $186M | $181.2M | $4.8M | 3 | 0 |
| Jun 2022 | $186M | $181.2M | $4.8M | 3 | 0 |
| Jun 2022 | $186M | $181.2M | $4.8M | 3 | 0 |
| Mar 2022 | $186M | $181.2M | $4.8M | 3 | 0 |
| Mar 2022 | $186M | $181.2M | $4.8M | 3 | 0 |
| Nov 2021 | $125.9M | $121.9M | $4M | 3 | 0 |
| Sep 2021 | $125.9M | $121.9M | $4M | 3 | 0 |
| Mar 2021 | $125.9M | $121.9M | $4M | 3 | 0 |
| Oct 2020 | $115.4M | $111.4M | $4M | 3 | 0 |
| Mar 2014 | $89.3M | $80M | $9.3M | 1 | 300 |
| Feb 2014 | $89.3M | $80M | $9.3M | 1 | 300 |
| Feb 2014 | $89.3M | $80M | $9.3M | 1 | 300 |
| Sep 2013 | $156.8M | $155.7M | $1.2M | 3 | 300 |
| Mar 2013 | $156.8M | $155.7M | $1.2M | 3 | 300 |
| Mar 2012 | $132M | $125.4M | $6.6M | 1 | 300 |
| Apr 2010 | $96.2M | $90M | $6.3M | 5 | -- |
| Feb 2009 | $83.5M | $72M | $11.6M | 5 | -- |
| Mar 2008 | $82.7M | $80.9M | $1.7M | 5 | -- |
| Apr 2007 | $55.6M | $55.6M | $0 | 5 | -- |
| Mar 2007 | $70.5M | $46.1M | $24.4M | 5 | -- |
| Mar 2006 | $59M | $55M | $4M | 5 | -- |
| Sep 2005 | $38.9M | $28.9M | $10M | 5 | -- |
DateMar 2023
Total AUM$208.3M
Discretionary$206.5M
Non-Disc.$1.8M
Employees3
Clients0
DateSep 2022
Total AUM$186M
Discretionary$181.2M
Non-Disc.$4.8M
Employees3
Clients0
DateJun 2022
Total AUM$186M
Discretionary$181.2M
Non-Disc.$4.8M
Employees3
Clients0
DateJun 2022
Total AUM$186M
Discretionary$181.2M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2022
Total AUM$186M
Discretionary$181.2M
Non-Disc.$4.8M
Employees3
Clients0
DateMar 2022
Total AUM$186M
Discretionary$181.2M
Non-Disc.$4.8M
Employees3
Clients0
DateNov 2021
Total AUM$125.9M
Discretionary$121.9M
Non-Disc.$4M
Employees3
Clients0
DateSep 2021
Total AUM$125.9M
Discretionary$121.9M
Non-Disc.$4M
Employees3
Clients0
DateMar 2021
Total AUM$125.9M
Discretionary$121.9M
Non-Disc.$4M
Employees3
Clients0
DateOct 2020
Total AUM$115.4M
Discretionary$111.4M
Non-Disc.$4M
Employees3
Clients0
DateMar 2014
Total AUM$89.3M
Discretionary$80M
Non-Disc.$9.3M
Employees1
Clients300
DateFeb 2014
Total AUM$89.3M
Discretionary$80M
Non-Disc.$9.3M
Employees1
Clients300
DateFeb 2014
Total AUM$89.3M
Discretionary$80M
Non-Disc.$9.3M
Employees1
Clients300
DateSep 2013
Total AUM$156.8M
Discretionary$155.7M
Non-Disc.$1.2M
Employees3
Clients300
DateMar 2013
Total AUM$156.8M
Discretionary$155.7M
Non-Disc.$1.2M
Employees3
Clients300
DateMar 2012
Total AUM$132M
Discretionary$125.4M
Non-Disc.$6.6M
Employees1
Clients300
DateApr 2010
Total AUM$96.2M
Discretionary$90M
Non-Disc.$6.3M
Employees5
Clients--
DateFeb 2009
Total AUM$83.5M
Discretionary$72M
Non-Disc.$11.6M
Employees5
Clients--
DateMar 2008
Total AUM$82.7M
Discretionary$80.9M
Non-Disc.$1.7M
Employees5
Clients--
DateApr 2007
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$70.5M
Discretionary$46.1M
Non-Disc.$24.4M
Employees5
Clients--
DateMar 2006
Total AUM$59M
Discretionary$55M
Non-Disc.$4M
Employees5
Clients--
DateSep 2005
Total AUM$38.9M
Discretionary$28.9M
Non-Disc.$10M
Employees5
Clients--