TALIS ADVISORY SERVICES, LLC
Legal name: GENERATIONAL WEALTH ADVISORS
CRD #135145 SEC #801-67609 RICHARDSON, TX 972-378-1795
SEC Registered
Total AUM
$392.5M
Discretionary
$392.5M
Employees
55
Clients
51
Accounts
576
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $392.5M | $392.5M | $0 | 55 | 50 |
| Oct 2025 | $392.5M | $392.5M | $0 | 55 | 50 |
| Oct 2025 | $392.5M | $392.5M | $0 | 55 | 50 |
| Apr 2025 | $392.5M | $392.5M | $0 | 55 | 50 |
| Mar 2025 | $392.5M | $392.5M | $0 | 54 | 50 |
| Mar 2024 | $366M | $366M | $0 | 50 | 44 |
| Feb 2024 | $282.6M | $282.6M | $0 | 24 | 2 |
| Jan 2024 | $282.6M | $282.6M | $0 | 23 | 2 |
| Jun 2023 | $282.6M | $282.6M | $0 | 23 | 2 |
| Mar 2023 | $282.6M | $282.6M | $0 | 23 | 2 |
| Nov 2022 | $283.4M | $283.4M | $0 | 18 | 12 |
| Nov 2022 | $283.4M | $283.4M | $0 | 18 | 12 |
| Oct 2022 | $283.4M | $283.4M | $0 | 18 | 12 |
| May 2022 | $283.4M | $283.4M | $0 | 18 | 12 |
| Apr 2022 | $283.4M | $283.4M | $0 | 18 | 12 |
| Mar 2022 | $283.4M | $283.4M | $0 | 18 | 12 |
| Dec 2021 | $213.2M | $213.2M | $0 | 14 | 4 |
| Nov 2021 | $213.2M | $213.2M | $0 | 14 | 4 |
| Mar 2021 | $213.2M | $213.2M | $0 | 14 | 4 |
| Sep 2020 | $199.1M | $199.1M | $0 | 14 | 1 |
| Jun 2020 | $199.1M | $199.1M | $0 | 11 | 1 |
| Mar 2020 | $199.1M | $199.1M | $0 | 11 | 1 |
| Nov 2019 | $182.1M | $179.7M | $2.3M | 9 | 1 |
| Oct 2019 | $182.1M | $179.7M | $2.3M | 9 | 1 |
| Aug 2019 | $182.1M | $179.7M | $2.3M | 10 | 1 |
| Apr 2019 | $182.1M | $179.7M | $2.3M | 10 | 1 |
| Mar 2019 | $182.1M | $179.7M | $2.3M | 10 | 1 |
| Mar 2019 | $182.1M | $179.7M | $2.3M | 10 | 1 |
| Feb 2019 | $184.1M | $181.5M | $2.5M | 10 | 1 |
| Feb 2019 | $184.1M | $181.5M | $2.5M | 10 | 1 |
| Dec 2018 | $184.1M | $181.5M | $2.5M | 10 | 1 |
| Oct 2018 | $184.1M | $181.5M | $2.5M | 10 | 1 |
| Oct 2018 | $184.1M | $181.5M | $2.5M | 10 | 1 |
| Aug 2018 | $184.1M | $181.5M | $2.5M | 10 | 1 |
| May 2018 | $184.1M | $181.5M | $2.5M | 10 | 1 |
| Mar 2018 | $184.1M | $181.5M | $2.5M | 9 | 1 |
| Mar 2018 | $184.1M | $181.5M | $2.5M | 9 | 1 |
| Jul 2017 | $172M | $169.7M | $2.3M | 9 | 300 |
| Mar 2017 | $172M | $169.7M | $2.3M | 9 | 300 |
| Aug 2016 | $155.5M | $150.5M | $5M | 11 | 300 |
| Jun 2016 | $155.5M | $150.5M | $5M | 11 | 300 |
| May 2016 | $155.5M | $150.5M | $5M | 11 | 300 |
| Mar 2016 | $155.5M | $150.5M | $5M | 11 | 300 |
| Oct 2015 | $172.5M | $160.7M | $11.8M | 10 | 300 |
| Jul 2015 | $172.5M | $160.7M | $11.8M | 11 | 300 |
| Jun 2015 | $172.5M | $160.7M | $11.8M | 11 | 300 |
| Jun 2015 | $172.5M | $160.7M | $11.8M | 11 | 300 |
| May 2015 | $172.5M | $160.7M | $11.8M | 10 | 300 |
| Mar 2015 | $172.5M | $160.7M | $11.8M | 9 | 300 |
| Mar 2014 | $178.4M | $167.2M | $11.2M | 9 | 300 |
| Jun 2013 | $141.6M | $132.6M | $9M | 8 | 200 |
| Mar 2013 | $141.6M | $132.6M | $9M | 8 | 200 |
| May 2012 | $122.1M | $114.4M | $7.7M | 6 | 200 |
| Mar 2012 | $122.1M | $114.4M | $7.7M | 6 | 200 |
| Nov 2011 | $109.6M | $103.1M | $6.5M | 6 | 251 |
| Jun 2011 | $109.6M | $103.1M | $6.5M | 10 | -- |
| Mar 2008 | $80.9M | $76.6M | $4.3M | 10 | -- |
| Nov 2007 | $28.4M | $25.7M | $2.7M | 10 | -- |
| Mar 2007 | $28.4M | $25.7M | $2.7M | 10 | -- |
| Feb 2007 | $28.4M | $25.7M | $2.7M | 10 | -- |
| Feb 2007 | $28.4M | $25.7M | $2.7M | 10 | -- |
DateDec 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees55
Clients50
DateOct 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees55
Clients50
DateOct 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees55
Clients50
DateApr 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees55
Clients50
DateMar 2025
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees54
Clients50
DateMar 2024
Total AUM$366M
Discretionary$366M
Non-Disc.$0
Employees50
Clients44
DateFeb 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees24
Clients2
DateJan 2024
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees23
Clients2
DateJun 2023
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees23
Clients2
DateMar 2023
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees23
Clients2
DateNov 2022
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees18
Clients12
DateNov 2022
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees18
Clients12
DateOct 2022
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees18
Clients12
DateMay 2022
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees18
Clients12
DateApr 2022
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees18
Clients12
DateMar 2022
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees18
Clients12
DateDec 2021
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees14
Clients4
DateNov 2021
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees14
Clients4
DateMar 2021
Total AUM$213.2M
Discretionary$213.2M
Non-Disc.$0
Employees14
Clients4
DateSep 2020
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees14
Clients1
DateJun 2020
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees11
Clients1
DateMar 2020
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees11
Clients1
DateNov 2019
Total AUM$182.1M
Discretionary$179.7M
Non-Disc.$2.3M
Employees9
Clients1
DateOct 2019
Total AUM$182.1M
Discretionary$179.7M
Non-Disc.$2.3M
Employees9
Clients1
DateAug 2019
Total AUM$182.1M
Discretionary$179.7M
Non-Disc.$2.3M
Employees10
Clients1
DateApr 2019
Total AUM$182.1M
Discretionary$179.7M
Non-Disc.$2.3M
Employees10
Clients1
DateMar 2019
Total AUM$182.1M
Discretionary$179.7M
Non-Disc.$2.3M
Employees10
Clients1
DateMar 2019
Total AUM$182.1M
Discretionary$179.7M
Non-Disc.$2.3M
Employees10
Clients1
DateFeb 2019
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees10
Clients1
DateFeb 2019
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees10
Clients1
DateDec 2018
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees10
Clients1
DateOct 2018
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees10
Clients1
DateOct 2018
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees10
Clients1
DateAug 2018
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees10
Clients1
DateMay 2018
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees10
Clients1
DateMar 2018
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees9
Clients1
DateMar 2018
Total AUM$184.1M
Discretionary$181.5M
Non-Disc.$2.5M
Employees9
Clients1
DateJul 2017
Total AUM$172M
Discretionary$169.7M
Non-Disc.$2.3M
Employees9
Clients300
DateMar 2017
Total AUM$172M
Discretionary$169.7M
Non-Disc.$2.3M
Employees9
Clients300
DateAug 2016
Total AUM$155.5M
Discretionary$150.5M
Non-Disc.$5M
Employees11
Clients300
DateJun 2016
Total AUM$155.5M
Discretionary$150.5M
Non-Disc.$5M
Employees11
Clients300
DateMay 2016
Total AUM$155.5M
Discretionary$150.5M
Non-Disc.$5M
Employees11
Clients300
DateMar 2016
Total AUM$155.5M
Discretionary$150.5M
Non-Disc.$5M
Employees11
Clients300
DateOct 2015
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees10
Clients300
DateJul 2015
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees11
Clients300
DateJun 2015
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees11
Clients300
DateJun 2015
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees11
Clients300
DateMay 2015
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees10
Clients300
DateMar 2015
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees9
Clients300
DateMar 2014
Total AUM$178.4M
Discretionary$167.2M
Non-Disc.$11.2M
Employees9
Clients300
DateJun 2013
Total AUM$141.6M
Discretionary$132.6M
Non-Disc.$9M
Employees8
Clients200
DateMar 2013
Total AUM$141.6M
Discretionary$132.6M
Non-Disc.$9M
Employees8
Clients200
DateMay 2012
Total AUM$122.1M
Discretionary$114.4M
Non-Disc.$7.7M
Employees6
Clients200
DateMar 2012
Total AUM$122.1M
Discretionary$114.4M
Non-Disc.$7.7M
Employees6
Clients200
DateNov 2011
Total AUM$109.6M
Discretionary$103.1M
Non-Disc.$6.5M
Employees6
Clients251
DateJun 2011
Total AUM$109.6M
Discretionary$103.1M
Non-Disc.$6.5M
Employees10
Clients--
DateMar 2008
Total AUM$80.9M
Discretionary$76.6M
Non-Disc.$4.3M
Employees10
Clients--
DateNov 2007
Total AUM$28.4M
Discretionary$25.7M
Non-Disc.$2.7M
Employees10
Clients--
DateMar 2007
Total AUM$28.4M
Discretionary$25.7M
Non-Disc.$2.7M
Employees10
Clients--
DateFeb 2007
Total AUM$28.4M
Discretionary$25.7M
Non-Disc.$2.7M
Employees10
Clients--
DateFeb 2007
Total AUM$28.4M
Discretionary$25.7M
Non-Disc.$2.7M
Employees10
Clients--