WEALTHSTREAM ADVISORS, INC.
CRD #129428 SEC #801-63363 NEW YORK, NY (212) 971-9241
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
22
Clients
251
Accounts
2,122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $1.5B | $0 | 22 | 2 |
| Dec 2024 | $1.3B | $1.3B | $0 | 22 | 4 |
| Sep 2024 | $1.3B | $1.3B | $0 | 22 | 4 |
| Jun 2024 | $1.3B | $1.3B | $0 | 22 | 4 |
| Apr 2024 | $1.3B | $1.3B | $0 | 22 | 4 |
| Mar 2024 | $1.3B | $1.3B | $0 | 22 | 4 |
| Dec 2023 | $1.1B | $1.1B | $0 | 21 | 3 |
| Dec 2023 | $1.1B | $1.1B | $0 | 21 | 3 |
| Jun 2023 | $1.1B | $1.1B | $0 | 21 | 3 |
| Mar 2023 | $1.1B | $1.1B | $0 | 21 | 3 |
| May 2022 | $1.2B | $1.2B | $0 | 24 | 4 |
| Mar 2022 | $1.2B | $1.2B | $0 | 24 | 4 |
| Dec 2021 | $968.8M | $968.8M | $0 | 20 | 7 |
| Mar 2021 | $968.8M | $968.8M | $0 | 20 | 7 |
| Jun 2020 | $744.7M | $744.7M | $0 | 17 | 10 |
| Mar 2020 | $744.7M | $744.7M | $0 | 17 | 10 |
| Mar 2019 | $568.5M | $568.5M | $0 | 15 | 1 |
| May 2018 | $481.9M | $481.9M | $0 | 13 | 2 |
| Mar 2018 | $481.9M | $481.9M | $0 | 13 | 2 |
| Mar 2017 | $372.7M | $372.7M | $0 | 10 | 200 |
| Jul 2016 | $333.2M | $333.2M | $0 | 10 | 180 |
| Mar 2016 | $333.2M | $333.2M | $0 | 10 | 180 |
| Mar 2015 | $339.1M | $339.1M | $0 | 9 | 169 |
| Jan 2015 | $307.2M | $306.3M | $913K | 9 | 159 |
| Mar 2014 | $307.2M | $306.3M | $913K | 9 | 159 |
| Mar 2013 | $252.7M | $240.4M | $12.3M | 7 | 125 |
| Mar 2012 | $213.3M | $201.2M | $12.1M | 6 | 200 |
| May 2011 | $204.6M | $191.2M | $13.4M | 10 | -- |
| Mar 2011 | $204.6M | $191.2M | $13.4M | 10 | -- |
| Oct 2010 | $172.6M | $170.3M | $2.3M | 5 | -- |
| Feb 2009 | $135.4M | $133.6M | $1.8M | 5 | -- |
| Mar 2008 | $158.6M | $156.6M | $2M | 5 | -- |
| Apr 2007 | $128.8M | $127.3M | $1.5M | 5 | -- |
| Feb 2007 | $128.8M | $127.3M | $1.5M | 5 | -- |
| Mar 2006 | $117.4M | $105.2M | $12.2M | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees22
Clients2
DateDec 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients4
DateSep 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients4
DateJun 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients4
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients4
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients4
DateDec 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients3
DateDec 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients3
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients3
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients3
DateMay 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients4
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees24
Clients4
DateDec 2021
Total AUM$968.8M
Discretionary$968.8M
Non-Disc.$0
Employees20
Clients7
DateMar 2021
Total AUM$968.8M
Discretionary$968.8M
Non-Disc.$0
Employees20
Clients7
DateJun 2020
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees17
Clients10
DateMar 2020
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees17
Clients10
DateMar 2019
Total AUM$568.5M
Discretionary$568.5M
Non-Disc.$0
Employees15
Clients1
DateMay 2018
Total AUM$481.9M
Discretionary$481.9M
Non-Disc.$0
Employees13
Clients2
DateMar 2018
Total AUM$481.9M
Discretionary$481.9M
Non-Disc.$0
Employees13
Clients2
DateMar 2017
Total AUM$372.7M
Discretionary$372.7M
Non-Disc.$0
Employees10
Clients200
DateJul 2016
Total AUM$333.2M
Discretionary$333.2M
Non-Disc.$0
Employees10
Clients180
DateMar 2016
Total AUM$333.2M
Discretionary$333.2M
Non-Disc.$0
Employees10
Clients180
DateMar 2015
Total AUM$339.1M
Discretionary$339.1M
Non-Disc.$0
Employees9
Clients169
DateJan 2015
Total AUM$307.2M
Discretionary$306.3M
Non-Disc.$913K
Employees9
Clients159
DateMar 2014
Total AUM$307.2M
Discretionary$306.3M
Non-Disc.$913K
Employees9
Clients159
DateMar 2013
Total AUM$252.7M
Discretionary$240.4M
Non-Disc.$12.3M
Employees7
Clients125
DateMar 2012
Total AUM$213.3M
Discretionary$201.2M
Non-Disc.$12.1M
Employees6
Clients200
DateMay 2011
Total AUM$204.6M
Discretionary$191.2M
Non-Disc.$13.4M
Employees10
Clients--
DateMar 2011
Total AUM$204.6M
Discretionary$191.2M
Non-Disc.$13.4M
Employees10
Clients--
DateOct 2010
Total AUM$172.6M
Discretionary$170.3M
Non-Disc.$2.3M
Employees5
Clients--
DateFeb 2009
Total AUM$135.4M
Discretionary$133.6M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2008
Total AUM$158.6M
Discretionary$156.6M
Non-Disc.$2M
Employees5
Clients--
DateApr 2007
Total AUM$128.8M
Discretionary$127.3M
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2007
Total AUM$128.8M
Discretionary$127.3M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2006
Total AUM$117.4M
Discretionary$105.2M
Non-Disc.$12.2M
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--