LUTHER FOREST WEALTH ADVISORS, L.L.C.
CRD #142714 SEC #801-67506 MALTA, NY 518-899-5904
SEC Registered
Total AUM
$83.6M
Discretionary
$83.6M
Employees
2
Clients
25
Accounts
441
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $83.6M | $83.6M | $52.5K | 2 | 0 |
| Mar 2024 | $72.2M | $72.1M | $46.5K | 2 | 0 |
| Feb 2023 | $65.1M | $62.3M | $2.8M | 2 | 0 |
| Mar 2022 | $77.1M | $77.1M | $46.3K | 2 | 0 |
| Feb 2021 | $65.6M | $65.6M | $35.1K | 2 | 0 |
| Sep 2020 | $59.6M | $59.6M | $25.8K | 2 | 0 |
| Mar 2020 | $59.6M | $59.6M | $25.8K | 2 | 0 |
| Mar 2019 | $50.5M | $50.5M | $16.5K | 2 | 0 |
| Mar 2018 | $53.3M | $53.3M | $12.6K | 2 | 0 |
| Nov 2017 | $49.2M | $48.3M | $897K | 2 | 0 |
| Feb 2017 | $49.2M | $48.3M | $897K | 2 | 300 |
| Nov 2016 | $43.9M | $43.1M | $789.3K | 2 | 300 |
| Mar 2016 | $43.9M | $43.1M | $789.3K | 2 | 300 |
| Mar 2015 | $45.9M | $44.9M | $954.6K | 2 | 300 |
| Feb 2014 | $44.3M | $43.5M | $837.5K | 2 | 300 |
| Jul 2013 | $40.5M | $40.3M | $193.2K | 2 | 300 |
| Mar 2013 | $40.5M | $40.3M | $193.2K | 2 | 300 |
| Mar 2012 | $40.9M | $40.8M | $121.2K | 1 | 300 |
| May 2011 | $41M | $41M | $13.3K | 5 | -- |
| Mar 2011 | $41M | $41M | $13.3K | 5 | -- |
| Apr 2009 | $33.6M | $33.6M | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 10 | -- |
| Jan 2007 | $0 | $0 | $0 | 10 | -- |
DateFeb 2025
Total AUM$83.6M
Discretionary$83.6M
Non-Disc.$52.5K
Employees2
Clients0
DateMar 2024
Total AUM$72.2M
Discretionary$72.1M
Non-Disc.$46.5K
Employees2
Clients0
DateFeb 2023
Total AUM$65.1M
Discretionary$62.3M
Non-Disc.$2.8M
Employees2
Clients0
DateMar 2022
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$46.3K
Employees2
Clients0
DateFeb 2021
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$35.1K
Employees2
Clients0
DateSep 2020
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$25.8K
Employees2
Clients0
DateMar 2020
Total AUM$59.6M
Discretionary$59.6M
Non-Disc.$25.8K
Employees2
Clients0
DateMar 2019
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$16.5K
Employees2
Clients0
DateMar 2018
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$12.6K
Employees2
Clients0
DateNov 2017
Total AUM$49.2M
Discretionary$48.3M
Non-Disc.$897K
Employees2
Clients0
DateFeb 2017
Total AUM$49.2M
Discretionary$48.3M
Non-Disc.$897K
Employees2
Clients300
DateNov 2016
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$789.3K
Employees2
Clients300
DateMar 2016
Total AUM$43.9M
Discretionary$43.1M
Non-Disc.$789.3K
Employees2
Clients300
DateMar 2015
Total AUM$45.9M
Discretionary$44.9M
Non-Disc.$954.6K
Employees2
Clients300
DateFeb 2014
Total AUM$44.3M
Discretionary$43.5M
Non-Disc.$837.5K
Employees2
Clients300
DateJul 2013
Total AUM$40.5M
Discretionary$40.3M
Non-Disc.$193.2K
Employees2
Clients300
DateMar 2013
Total AUM$40.5M
Discretionary$40.3M
Non-Disc.$193.2K
Employees2
Clients300
DateMar 2012
Total AUM$40.9M
Discretionary$40.8M
Non-Disc.$121.2K
Employees1
Clients300
DateMay 2011
Total AUM$41M
Discretionary$41M
Non-Disc.$13.3K
Employees5
Clients--
DateMar 2011
Total AUM$41M
Discretionary$41M
Non-Disc.$13.3K
Employees5
Clients--
DateApr 2009
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--