UASNM, INC.
Legal name: UAS WEALTH ADVISORS
CRD #132903 SEC #801-63572 ALBUQUERQUE, NM 505-856-5600
SEC Registered
Total AUM
$398.8M
Discretionary
$390.9M
Employees
6
Clients
251
Accounts
797
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $398.8M | $390.9M | $7.9M | 6 | 0 |
| Jul 2021 | $340.2M | $335.8M | $4.4M | 6 | 0 |
| Mar 2021 | $340.2M | $335.8M | $4.4M | 6 | 0 |
| Jul 2020 | $317.5M | $294.2M | $23.2M | 5 | 0 |
| Jun 2020 | $317.5M | $294.2M | $23.2M | 5 | 0 |
| Mar 2020 | $317.5M | $294.2M | $23.2M | 5 | 0 |
| Mar 2020 | $317.5M | $294.2M | $23.2M | 5 | 0 |
| Mar 2019 | $293.4M | $271.4M | $22M | 5 | 0 |
| Oct 2018 | $274.7M | $259.3M | $15.4M | 5 | 0 |
| Mar 2018 | $274.7M | $259.3M | $15.4M | 5 | 0 |
| Jul 2017 | $263.4M | $33.7M | $229.7M | 5 | 200 |
| Mar 2017 | $263.4M | $33.7M | $229.7M | 5 | 200 |
| Apr 2016 | $255.2M | $227.1M | $28.1M | 7 | 200 |
| Mar 2015 | $271.1M | $248.3M | $22.8M | 7 | 200 |
| Sep 2014 | $275.1M | $255.8M | $19.3M | 7 | 200 |
| Sep 2014 | $275.1M | $255.8M | $19.3M | 7 | 200 |
| Apr 2014 | $275.1M | $255.8M | $19.3M | 7 | 200 |
| Apr 2014 | $275.1M | $255.8M | $19.3M | 7 | 200 |
| Mar 2013 | $278.8M | $264.2M | $14.6M | 7 | 200 |
| Mar 2012 | $275M | $266.3M | $8.6M | 11 | 300 |
| Jul 2011 | $298.7M | $276M | $22.7M | -- | -- |
| Jun 2011 | $298.7M | $276M | $22.7M | -- | -- |
| Mar 2011 | $298.7M | $276M | $22.7M | -- | -- |
| Jan 2011 | $245M | $245M | $0 | -- | -- |
| Mar 2010 | $245M | $245M | $0 | -- | -- |
| Mar 2009 | $194.2M | $194.2M | $0 | -- | -- |
| Mar 2007 | $240M | $240M | $0 | -- | -- |
DateMar 2022
Total AUM$398.8M
Discretionary$390.9M
Non-Disc.$7.9M
Employees6
Clients0
DateJul 2021
Total AUM$340.2M
Discretionary$335.8M
Non-Disc.$4.4M
Employees6
Clients0
DateMar 2021
Total AUM$340.2M
Discretionary$335.8M
Non-Disc.$4.4M
Employees6
Clients0
DateJul 2020
Total AUM$317.5M
Discretionary$294.2M
Non-Disc.$23.2M
Employees5
Clients0
DateJun 2020
Total AUM$317.5M
Discretionary$294.2M
Non-Disc.$23.2M
Employees5
Clients0
DateMar 2020
Total AUM$317.5M
Discretionary$294.2M
Non-Disc.$23.2M
Employees5
Clients0
DateMar 2020
Total AUM$317.5M
Discretionary$294.2M
Non-Disc.$23.2M
Employees5
Clients0
DateMar 2019
Total AUM$293.4M
Discretionary$271.4M
Non-Disc.$22M
Employees5
Clients0
DateOct 2018
Total AUM$274.7M
Discretionary$259.3M
Non-Disc.$15.4M
Employees5
Clients0
DateMar 2018
Total AUM$274.7M
Discretionary$259.3M
Non-Disc.$15.4M
Employees5
Clients0
DateJul 2017
Total AUM$263.4M
Discretionary$33.7M
Non-Disc.$229.7M
Employees5
Clients200
DateMar 2017
Total AUM$263.4M
Discretionary$33.7M
Non-Disc.$229.7M
Employees5
Clients200
DateApr 2016
Total AUM$255.2M
Discretionary$227.1M
Non-Disc.$28.1M
Employees7
Clients200
DateMar 2015
Total AUM$271.1M
Discretionary$248.3M
Non-Disc.$22.8M
Employees7
Clients200
DateSep 2014
Total AUM$275.1M
Discretionary$255.8M
Non-Disc.$19.3M
Employees7
Clients200
DateSep 2014
Total AUM$275.1M
Discretionary$255.8M
Non-Disc.$19.3M
Employees7
Clients200
DateApr 2014
Total AUM$275.1M
Discretionary$255.8M
Non-Disc.$19.3M
Employees7
Clients200
DateApr 2014
Total AUM$275.1M
Discretionary$255.8M
Non-Disc.$19.3M
Employees7
Clients200
DateMar 2013
Total AUM$278.8M
Discretionary$264.2M
Non-Disc.$14.6M
Employees7
Clients200
DateMar 2012
Total AUM$275M
Discretionary$266.3M
Non-Disc.$8.6M
Employees11
Clients300
DateJul 2011
Total AUM$298.7M
Discretionary$276M
Non-Disc.$22.7M
Employees--
Clients--
DateJun 2011
Total AUM$298.7M
Discretionary$276M
Non-Disc.$22.7M
Employees--
Clients--
DateMar 2011
Total AUM$298.7M
Discretionary$276M
Non-Disc.$22.7M
Employees--
Clients--
DateJan 2011
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$194.2M
Discretionary$194.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees--
Clients--