MAC ADAMS WEALTH ADVISORS, LLC
CRD #148409 SEC #801-69721 DALLAS, TX 214-273-3630
SEC Registered
Total AUM
$36.6M
Discretionary
$29.2M
Employees
1
Clients
251
Accounts
317
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $35.1M | $29.1M | $6M | 1 | 260 |
| May 2012 | $35.1M | $29.1M | $6M | 1 | 260 |
| Mar 2012 | $36.6M | $29.2M | $7.4M | 1 | 260 |
| Apr 2011 | $36.3M | $27.5M | $8.8M | 5 | -- |
| Mar 2010 | $25.4M | $24.4M | $1M | 5 | -- |
DateJun 2012
Total AUM$35.1M
Discretionary$29.1M
Non-Disc.$6M
Employees1
Clients260
DateMay 2012
Total AUM$35.1M
Discretionary$29.1M
Non-Disc.$6M
Employees1
Clients260
DateMar 2012
Total AUM$36.6M
Discretionary$29.2M
Non-Disc.$7.4M
Employees1
Clients260
DateApr 2011
Total AUM$36.3M
Discretionary$27.5M
Non-Disc.$8.8M
Employees5
Clients--
DateMar 2010
Total AUM$25.4M
Discretionary$24.4M
Non-Disc.$1M
Employees5
Clients--