O'SULLIVAN CREEL WEALTH ADVISORS, LLP
CRD #128000 SEC #801-62373 PENSACOLA, FL 850-435-7400
SEC Registered
Total AUM
$110.8M
Discretionary
$108.1M
Employees
10
Clients
26
Accounts
140
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2011 | $163.6M | $162M | $1.6M | 10 | -- |
| Sep 2010 | $163.6M | $162M | $1.6M | 10 | -- |
| Sep 2010 | $135.9M | $135.5M | $402.4K | 10 | -- |
| Oct 2009 | $135.9M | $135.5M | $402.4K | 10 | -- |
| Oct 2009 | $135.9M | $135.5M | $402.4K | 10 | -- |
| Sep 2008 | $158.3M | $156M | $2.3M | 10 | -- |
| Sep 2007 | $139.9M | $136.1M | $3.8M | 10 | -- |
| Feb 2007 | $110.8M | $108.1M | $2.8M | 10 | -- |
| Jan 2007 | $110.8M | $108.1M | $2.8M | 10 | -- |
| Nov 2006 | $110.8M | $108.1M | $2.8M | 10 | -- |
| Mar 2006 | $75.2M | $66.8M | $8.3M | 5 | -- |
| Oct 2005 | $75.2M | $66.8M | $8.3M | 5 | -- |
| Sep 2005 | $75.2M | $66.8M | $8.3M | 5 | -- |
| Sep 2005 | $75.2M | $66.8M | $8.3M | 5 | -- |
| Sep 2005 | $35.3M | $33.9M | $1.4M | 5 | -- |
| Dec 2004 | $35.3M | $33.9M | $1.4M | 5 | -- |
| May 2004 | $40.2M | $40M | $169K | 10 | -- |
| Jan 2004 | $40.2M | $40M | $169K | 10 | -- |
DateMar 2011
Total AUM$163.6M
Discretionary$162M
Non-Disc.$1.6M
Employees10
Clients--
DateSep 2010
Total AUM$163.6M
Discretionary$162M
Non-Disc.$1.6M
Employees10
Clients--
DateSep 2010
Total AUM$135.9M
Discretionary$135.5M
Non-Disc.$402.4K
Employees10
Clients--
DateOct 2009
Total AUM$135.9M
Discretionary$135.5M
Non-Disc.$402.4K
Employees10
Clients--
DateOct 2009
Total AUM$135.9M
Discretionary$135.5M
Non-Disc.$402.4K
Employees10
Clients--
DateSep 2008
Total AUM$158.3M
Discretionary$156M
Non-Disc.$2.3M
Employees10
Clients--
DateSep 2007
Total AUM$139.9M
Discretionary$136.1M
Non-Disc.$3.8M
Employees10
Clients--
DateFeb 2007
Total AUM$110.8M
Discretionary$108.1M
Non-Disc.$2.8M
Employees10
Clients--
DateJan 2007
Total AUM$110.8M
Discretionary$108.1M
Non-Disc.$2.8M
Employees10
Clients--
DateNov 2006
Total AUM$110.8M
Discretionary$108.1M
Non-Disc.$2.8M
Employees10
Clients--
DateMar 2006
Total AUM$75.2M
Discretionary$66.8M
Non-Disc.$8.3M
Employees5
Clients--
DateOct 2005
Total AUM$75.2M
Discretionary$66.8M
Non-Disc.$8.3M
Employees5
Clients--
DateSep 2005
Total AUM$75.2M
Discretionary$66.8M
Non-Disc.$8.3M
Employees5
Clients--
DateSep 2005
Total AUM$75.2M
Discretionary$66.8M
Non-Disc.$8.3M
Employees5
Clients--
DateSep 2005
Total AUM$35.3M
Discretionary$33.9M
Non-Disc.$1.4M
Employees5
Clients--
DateDec 2004
Total AUM$35.3M
Discretionary$33.9M
Non-Disc.$1.4M
Employees5
Clients--
DateMay 2004
Total AUM$40.2M
Discretionary$40M
Non-Disc.$169K
Employees10
Clients--
DateJan 2004
Total AUM$40.2M
Discretionary$40M
Non-Disc.$169K
Employees10
Clients--