SUTTON WEALTH ADVISORS, INC.
CRD #145359 SEC #801-68454 TAMPA, FL 813-514-1800
SEC Registered
Total AUM
$392.7M
Discretionary
$386.1M
Employees
8
Clients
101
Accounts
632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $392.7M | $386.1M | $6.6M | 8 | 278 |
| Feb 2023 | $392.7M | $386.1M | $6.6M | 8 | 278 |
| May 2022 | $424.7M | $416.5M | $8.2M | 8 | 38 |
| Feb 2022 | $424.7M | $416.5M | $8.2M | 8 | 38 |
| Mar 2021 | $345.2M | $337.8M | $7.4M | 8 | 0 |
| Sep 2020 | $304.3M | $297.3M | $7M | 5 | 0 |
| Jun 2020 | $304.3M | $297.3M | $7M | 5 | 0 |
| May 2020 | $304.3M | $297.3M | $7M | 5 | 0 |
| Apr 2020 | $304.3M | $297.3M | $7M | 8 | 0 |
| Feb 2020 | $304.3M | $297.3M | $7M | 8 | 0 |
| Aug 2019 | $246.9M | $242.7M | $4.3M | 7 | 0 |
| Mar 2019 | $246.9M | $242.7M | $4.3M | 7 | 0 |
| Apr 2018 | $228.1M | $222.6M | $5.5M | 6 | 0 |
| Mar 2018 | $228.1M | $222.6M | $5.5M | 6 | 0 |
| Jan 2017 | $180.1M | $177.2M | $2.9M | 6 | 161 |
| Feb 2016 | $161.4M | $158.8M | $2.6M | 5 | 145 |
| Sep 2015 | $161.9M | $158.3M | $3.6M | 7 | 153 |
| Feb 2015 | $161.9M | $158.3M | $3.6M | 7 | 153 |
| Mar 2014 | $147.6M | $145.3M | $2.3M | 7 | 145 |
| Jan 2014 | $147.6M | $145.3M | $2.3M | 7 | 145 |
| Feb 2013 | $125.2M | $123.4M | $1.8M | 6 | 145 |
| Oct 2012 | $116.5M | $114.9M | $1.5M | 1 | 124 |
| Mar 2012 | $116.5M | $114.9M | $1.5M | 1 | 124 |
| Mar 2011 | $114.2M | $112.5M | $1.7M | 5 | -- |
| Mar 2010 | $103.8M | $103.3M | $499.5K | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateJan 2024
Total AUM$392.7M
Discretionary$386.1M
Non-Disc.$6.6M
Employees8
Clients278
DateFeb 2023
Total AUM$392.7M
Discretionary$386.1M
Non-Disc.$6.6M
Employees8
Clients278
DateMay 2022
Total AUM$424.7M
Discretionary$416.5M
Non-Disc.$8.2M
Employees8
Clients38
DateFeb 2022
Total AUM$424.7M
Discretionary$416.5M
Non-Disc.$8.2M
Employees8
Clients38
DateMar 2021
Total AUM$345.2M
Discretionary$337.8M
Non-Disc.$7.4M
Employees8
Clients0
DateSep 2020
Total AUM$304.3M
Discretionary$297.3M
Non-Disc.$7M
Employees5
Clients0
DateJun 2020
Total AUM$304.3M
Discretionary$297.3M
Non-Disc.$7M
Employees5
Clients0
DateMay 2020
Total AUM$304.3M
Discretionary$297.3M
Non-Disc.$7M
Employees5
Clients0
DateApr 2020
Total AUM$304.3M
Discretionary$297.3M
Non-Disc.$7M
Employees8
Clients0
DateFeb 2020
Total AUM$304.3M
Discretionary$297.3M
Non-Disc.$7M
Employees8
Clients0
DateAug 2019
Total AUM$246.9M
Discretionary$242.7M
Non-Disc.$4.3M
Employees7
Clients0
DateMar 2019
Total AUM$246.9M
Discretionary$242.7M
Non-Disc.$4.3M
Employees7
Clients0
DateApr 2018
Total AUM$228.1M
Discretionary$222.6M
Non-Disc.$5.5M
Employees6
Clients0
DateMar 2018
Total AUM$228.1M
Discretionary$222.6M
Non-Disc.$5.5M
Employees6
Clients0
DateJan 2017
Total AUM$180.1M
Discretionary$177.2M
Non-Disc.$2.9M
Employees6
Clients161
DateFeb 2016
Total AUM$161.4M
Discretionary$158.8M
Non-Disc.$2.6M
Employees5
Clients145
DateSep 2015
Total AUM$161.9M
Discretionary$158.3M
Non-Disc.$3.6M
Employees7
Clients153
DateFeb 2015
Total AUM$161.9M
Discretionary$158.3M
Non-Disc.$3.6M
Employees7
Clients153
DateMar 2014
Total AUM$147.6M
Discretionary$145.3M
Non-Disc.$2.3M
Employees7
Clients145
DateJan 2014
Total AUM$147.6M
Discretionary$145.3M
Non-Disc.$2.3M
Employees7
Clients145
DateFeb 2013
Total AUM$125.2M
Discretionary$123.4M
Non-Disc.$1.8M
Employees6
Clients145
DateOct 2012
Total AUM$116.5M
Discretionary$114.9M
Non-Disc.$1.5M
Employees1
Clients124
DateMar 2012
Total AUM$116.5M
Discretionary$114.9M
Non-Disc.$1.5M
Employees1
Clients124
DateMar 2011
Total AUM$114.2M
Discretionary$112.5M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2010
Total AUM$103.8M
Discretionary$103.3M
Non-Disc.$499.5K
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--