3D WEALTH ADVISORS, INC.
CRD #144765 SEC #801-111861 HONOLULU, HI 808-791-1444
SEC Registered
Total AUM
$118.1M
Discretionary
$0
Employees
2
Clients
101
Accounts
456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $118.1M | $0 | $118.1M | 2 | 0 |
| Oct 2018 | $122.7M | $0 | $122.7M | 2 | 0 |
| Oct 2018 | $122.7M | $0 | $122.7M | 2 | 0 |
| Mar 2018 | $122.7M | $0 | $122.7M | 2 | 0 |
| Jan 2018 | $108.9M | $0 | $108.9M | 2 | 0 |
| Sep 2017 | $108.9M | $0 | $108.9M | 2 | 200 |
| Aug 2012 | $63.3M | $0 | $63.3M | 1 | 200 |
| Jul 2012 | $63.3M | $0 | $63.3M | 1 | 200 |
| May 2012 | $63.3M | $0 | $63.3M | 1 | 200 |
| Apr 2012 | $63.3M | $0 | $63.3M | 1 | 200 |
| Mar 2012 | $63.3M | $0 | $63.3M | 1 | 200 |
| Apr 2011 | $56.8M | $0 | $56.8M | 5 | -- |
| Dec 2010 | $41.6M | $0 | $41.6M | 5 | -- |
| Jan 2008 | $40.6M | $0 | $40.6M | 5 | -- |
| Jan 2008 | $40.6M | $0 | $40.6M | 5 | -- |
| Dec 2007 | $38.7M | $0 | $38.7M | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2019
Total AUM$118.1M
Discretionary$0
Non-Disc.$118.1M
Employees2
Clients0
DateOct 2018
Total AUM$122.7M
Discretionary$0
Non-Disc.$122.7M
Employees2
Clients0
DateOct 2018
Total AUM$122.7M
Discretionary$0
Non-Disc.$122.7M
Employees2
Clients0
DateMar 2018
Total AUM$122.7M
Discretionary$0
Non-Disc.$122.7M
Employees2
Clients0
DateJan 2018
Total AUM$108.9M
Discretionary$0
Non-Disc.$108.9M
Employees2
Clients0
DateSep 2017
Total AUM$108.9M
Discretionary$0
Non-Disc.$108.9M
Employees2
Clients200
DateAug 2012
Total AUM$63.3M
Discretionary$0
Non-Disc.$63.3M
Employees1
Clients200
DateJul 2012
Total AUM$63.3M
Discretionary$0
Non-Disc.$63.3M
Employees1
Clients200
DateMay 2012
Total AUM$63.3M
Discretionary$0
Non-Disc.$63.3M
Employees1
Clients200
DateApr 2012
Total AUM$63.3M
Discretionary$0
Non-Disc.$63.3M
Employees1
Clients200
DateMar 2012
Total AUM$63.3M
Discretionary$0
Non-Disc.$63.3M
Employees1
Clients200
DateApr 2011
Total AUM$56.8M
Discretionary$0
Non-Disc.$56.8M
Employees5
Clients--
DateDec 2010
Total AUM$41.6M
Discretionary$0
Non-Disc.$41.6M
Employees5
Clients--
DateJan 2008
Total AUM$40.6M
Discretionary$0
Non-Disc.$40.6M
Employees5
Clients--
DateJan 2008
Total AUM$40.6M
Discretionary$0
Non-Disc.$40.6M
Employees5
Clients--
DateDec 2007
Total AUM$38.7M
Discretionary$0
Non-Disc.$38.7M
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--