LIFE&WEALTH ADVISORS, INC.
CRD #135292 SEC #801-64230 WALNUT CREEK, CA (925) 937-7800
SEC Registered
Total AUM
$42M
Discretionary
$41.3M
Employees
5
Clients
26
Accounts
251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2011 | $42M | $41.3M | $702.4K | 5 | -- |
| Mar 2011 | $42M | $41.3M | $702.4K | 5 | -- |
| Mar 2011 | $42M | $41.3M | $702.4K | 5 | -- |
| Dec 2010 | $42M | $41.3M | $702.4K | 5 | -- |
| Mar 2007 | $38.8M | $38.2M | $608.8K | 5 | -- |
| Mar 2006 | $37.9M | $36.4M | $1.6M | 5 | -- |
DateMay 2011
Total AUM$42M
Discretionary$41.3M
Non-Disc.$702.4K
Employees5
Clients--
DateMar 2011
Total AUM$42M
Discretionary$41.3M
Non-Disc.$702.4K
Employees5
Clients--
DateMar 2011
Total AUM$42M
Discretionary$41.3M
Non-Disc.$702.4K
Employees5
Clients--
DateDec 2010
Total AUM$42M
Discretionary$41.3M
Non-Disc.$702.4K
Employees5
Clients--
DateMar 2007
Total AUM$38.8M
Discretionary$38.2M
Non-Disc.$608.8K
Employees5
Clients--
DateMar 2006
Total AUM$37.9M
Discretionary$36.4M
Non-Disc.$1.6M
Employees5
Clients--