MAZARS USA WEALTH ADVISORS LLC
Legal name: MAZARS WEALTH ADVISORS
CRD #133936 SEC #801-63968 NEW YORK, NY 212-375-6631
SEC Registered
Total AUM
$193.3M
Discretionary
$193.3M
Employees
2
Clients
1
Accounts
234
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $193.3M | $193.3M | $0 | 2 | 2 |
| Nov 2023 | $193.3M | $193.3M | $0 | 2 | 2 |
| Jul 2023 | $155.4M | $155.4M | $0 | 2 | 2 |
| Dec 2022 | $155.4M | $155.4M | $0 | 2 | 2 |
| Nov 2022 | $155.4M | $155.4M | $0 | 2 | 2 |
| Nov 2022 | $175.7M | $174M | $1.7M | 2 | 0 |
| Dec 2021 | $175.7M | $174M | $1.7M | 2 | 0 |
| Nov 2021 | $175.7M | $174M | $1.7M | 2 | 0 |
| Dec 2020 | $144.2M | $142.8M | $1.4M | 3 | 2 |
| Jun 2020 | $127.5M | $126.5M | $1M | 3 | 1 |
| Nov 2019 | $127.5M | $126.5M | $1M | 3 | 1 |
| Nov 2018 | $116M | $115.1M | $895.2K | 4 | 2 |
| Sep 2018 | $102.9M | $102.9M | $0 | 4 | 5 |
| Nov 2017 | $102.9M | $102.9M | $0 | 4 | 5 |
| Aug 2017 | $98.1M | $97.3M | $720.8K | 4 | 26 |
| Mar 2017 | $98.1M | $97.3M | $720.8K | 4 | 26 |
| Nov 2016 | $98.1M | $97.3M | $720.8K | 4 | 26 |
| Dec 2015 | $94.3M | $93.8M | $512.4K | 5 | 26 |
| Jun 2015 | $91.1M | $90.7M | $440K | 5 | 26 |
| Jun 2015 | $91.1M | $90.7M | $440K | 5 | 26 |
| Dec 2014 | $91.1M | $90.7M | $440K | 5 | 26 |
| Apr 2014 | $87M | $87M | $0 | 5 | 26 |
| Aug 2013 | $162.5M | $144.6M | $17.8M | 7 | 26 |
| Mar 2013 | $162.5M | $144.6M | $17.8M | 7 | 26 |
| Nov 2012 | $130M | $115M | $15M | 7 | 26 |
| Jan 2012 | $130M | $115M | $15M | 11 | 26 |
| Apr 2011 | $167M | $150M | $17M | -- | -- |
| Mar 2011 | $120M | $120M | $0 | -- | -- |
| Dec 2010 | $120M | $120M | $0 | -- | -- |
| Apr 2010 | $120M | $120M | $0 | -- | -- |
| Feb 2009 | $140M | $140M | $0 | -- | -- |
| Feb 2009 | $160M | $160M | $0 | -- | -- |
| Mar 2008 | $113M | $113M | $0 | -- | -- |
| Mar 2007 | $99.8M | $99.8M | $0 | 5 | -- |
| Feb 2007 | $99.8M | $99.8M | $0 | 5 | -- |
| Mar 2006 | $70M | $70M | $0 | 5 | -- |
| Mar 2006 | $40M | $40M | $0 | 5 | -- |
| Feb 2005 | $0 | $0 | $0 | 5 | -- |
DateDec 2023
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees2
Clients2
DateNov 2023
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees2
Clients2
DateJul 2023
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees2
Clients2
DateDec 2022
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees2
Clients2
DateNov 2022
Total AUM$155.4M
Discretionary$155.4M
Non-Disc.$0
Employees2
Clients2
DateNov 2022
Total AUM$175.7M
Discretionary$174M
Non-Disc.$1.7M
Employees2
Clients0
DateDec 2021
Total AUM$175.7M
Discretionary$174M
Non-Disc.$1.7M
Employees2
Clients0
DateNov 2021
Total AUM$175.7M
Discretionary$174M
Non-Disc.$1.7M
Employees2
Clients0
DateDec 2020
Total AUM$144.2M
Discretionary$142.8M
Non-Disc.$1.4M
Employees3
Clients2
DateJun 2020
Total AUM$127.5M
Discretionary$126.5M
Non-Disc.$1M
Employees3
Clients1
DateNov 2019
Total AUM$127.5M
Discretionary$126.5M
Non-Disc.$1M
Employees3
Clients1
DateNov 2018
Total AUM$116M
Discretionary$115.1M
Non-Disc.$895.2K
Employees4
Clients2
DateSep 2018
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees4
Clients5
DateNov 2017
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees4
Clients5
DateAug 2017
Total AUM$98.1M
Discretionary$97.3M
Non-Disc.$720.8K
Employees4
Clients26
DateMar 2017
Total AUM$98.1M
Discretionary$97.3M
Non-Disc.$720.8K
Employees4
Clients26
DateNov 2016
Total AUM$98.1M
Discretionary$97.3M
Non-Disc.$720.8K
Employees4
Clients26
DateDec 2015
Total AUM$94.3M
Discretionary$93.8M
Non-Disc.$512.4K
Employees5
Clients26
DateJun 2015
Total AUM$91.1M
Discretionary$90.7M
Non-Disc.$440K
Employees5
Clients26
DateJun 2015
Total AUM$91.1M
Discretionary$90.7M
Non-Disc.$440K
Employees5
Clients26
DateDec 2014
Total AUM$91.1M
Discretionary$90.7M
Non-Disc.$440K
Employees5
Clients26
DateApr 2014
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients26
DateAug 2013
Total AUM$162.5M
Discretionary$144.6M
Non-Disc.$17.8M
Employees7
Clients26
DateMar 2013
Total AUM$162.5M
Discretionary$144.6M
Non-Disc.$17.8M
Employees7
Clients26
DateNov 2012
Total AUM$130M
Discretionary$115M
Non-Disc.$15M
Employees7
Clients26
DateJan 2012
Total AUM$130M
Discretionary$115M
Non-Disc.$15M
Employees11
Clients26
DateApr 2011
Total AUM$167M
Discretionary$150M
Non-Disc.$17M
Employees--
Clients--
DateMar 2011
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--