MANHATTAN WEALTH ADVISORS, INC.
CRD #131650 SEC #801-63186 MANHATTAN BEACH, CA 310-536-8208
SEC Registered
Total AUM
$94.5M
Discretionary
$70.8M
Employees
3
Clients
51
Accounts
1,650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $133.8M | $133.8M | $0 | 3 | 200 |
| Mar 2014 | $116.3M | $116.3M | $0 | 4 | 26 |
| Mar 2013 | $94.5M | $70.8M | $23.6M | 3 | 26 |
| Mar 2013 | $94.5M | $70.8M | $23.6M | 3 | 26 |
| Feb 2013 | $137.5M | $129.9M | $7.6M | 3 | 26 |
| Mar 2012 | $137.5M | $129.9M | $7.6M | 1 | 26 |
| Apr 2011 | $80.3M | $80.3M | $0 | 5 | -- |
| Jan 2011 | $10M | $10M | $0 | 5 | -- |
| Oct 2010 | $10M | $10M | $0 | 5 | -- |
| Sep 2010 | $10M | $10M | $0 | 5 | -- |
| Jul 2010 | $10M | $10M | $0 | 5 | -- |
| Apr 2010 | $10M | $10M | $0 | 5 | -- |
| Mar 2007 | $52M | $52M | $0 | 5 | -- |
| Sep 2005 | $52M | $52M | $0 | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2015
Total AUM$133.8M
Discretionary$133.8M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$94.5M
Discretionary$70.8M
Non-Disc.$23.6M
Employees3
Clients26
DateMar 2013
Total AUM$94.5M
Discretionary$70.8M
Non-Disc.$23.6M
Employees3
Clients26
DateFeb 2013
Total AUM$137.5M
Discretionary$129.9M
Non-Disc.$7.6M
Employees3
Clients26
DateMar 2012
Total AUM$137.5M
Discretionary$129.9M
Non-Disc.$7.6M
Employees1
Clients26
DateApr 2011
Total AUM$80.3M
Discretionary$80.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--