HOMAN WEALTH ADVISORS, LLC
CRD #129433 SEC #801-68136 OMAHA, NE 402-763-6401
SEC Registered
Total AUM
$271.1M
Discretionary
$271.1M
Employees
5
Clients
--
Accounts
478
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $271.1M | $271.1M | $0 | 5 | 0 |
| Mar 2023 | $214.1M | $214.1M | $0 | 5 | 0 |
| Mar 2022 | $224.9M | $224.9M | $0 | 4 | 0 |
| Mar 2021 | $180.1M | $180.1M | $0 | 4 | 0 |
| Jun 2020 | $174.2M | $174.2M | $0 | 5 | 0 |
| Mar 2020 | $174.2M | $174.2M | $0 | 5 | 0 |
| Mar 2019 | $160.5M | $160.5M | $0 | 5 | 0 |
| Mar 2018 | $162.7M | $162.7M | $0 | 4 | 0 |
| Jun 2017 | $150.2M | $150.2M | $0 | 5 | 100 |
| Mar 2017 | $150.2M | $150.2M | $0 | 5 | 100 |
| Feb 2016 | $138.1M | $138.1M | $0 | 4 | 100 |
| Mar 2015 | $137.3M | $137.3M | $0 | 4 | 26 |
| Apr 2014 | $131.2M | $130.7M | $566.7K | 3 | 26 |
| Feb 2014 | $131.2M | $130.7M | $566.7K | 3 | 26 |
| Nov 2013 | $116.5M | $116.1M | $458.8K | 3 | 200 |
| Mar 2013 | $116.5M | $116.1M | $458.8K | 3 | 200 |
| Sep 2012 | $114.7M | $114.3M | $401.4K | 1 | 26 |
| Jul 2012 | $114.7M | $114.3M | $401.4K | 1 | 26 |
| Mar 2012 | $114.7M | $114.3M | $401.4K | 1 | 26 |
| May 2011 | $111.3M | $110.8M | $431.5K | 5 | -- |
| Mar 2009 | $73.9M | $73.6M | $305.8K | 5 | -- |
| Mar 2008 | $44.7M | $44.2M | $442.9K | 5 | -- |
DateMar 2024
Total AUM$271.1M
Discretionary$271.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$214.1M
Discretionary$214.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$224.9M
Discretionary$224.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$180.1M
Discretionary$180.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2017
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees5
Clients100
DateMar 2017
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees5
Clients100
DateFeb 2016
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$137.3M
Discretionary$137.3M
Non-Disc.$0
Employees4
Clients26
DateApr 2014
Total AUM$131.2M
Discretionary$130.7M
Non-Disc.$566.7K
Employees3
Clients26
DateFeb 2014
Total AUM$131.2M
Discretionary$130.7M
Non-Disc.$566.7K
Employees3
Clients26
DateNov 2013
Total AUM$116.5M
Discretionary$116.1M
Non-Disc.$458.8K
Employees3
Clients200
DateMar 2013
Total AUM$116.5M
Discretionary$116.1M
Non-Disc.$458.8K
Employees3
Clients200
DateSep 2012
Total AUM$114.7M
Discretionary$114.3M
Non-Disc.$401.4K
Employees1
Clients26
DateJul 2012
Total AUM$114.7M
Discretionary$114.3M
Non-Disc.$401.4K
Employees1
Clients26
DateMar 2012
Total AUM$114.7M
Discretionary$114.3M
Non-Disc.$401.4K
Employees1
Clients26
DateMay 2011
Total AUM$111.3M
Discretionary$110.8M
Non-Disc.$431.5K
Employees5
Clients--
DateMar 2009
Total AUM$73.9M
Discretionary$73.6M
Non-Disc.$305.8K
Employees5
Clients--
DateMar 2008
Total AUM$44.7M
Discretionary$44.2M
Non-Disc.$442.9K
Employees5
Clients--