SOUTHWEST WEALTH ADVISORS, LLC
CRD #149042 SEC #801-69830 SAN ANTONIO, TX 210-320-8672
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
5
Clients
10
Accounts
148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2010 | $15M | $15M | $0 | 5 | -- |
| Jul 2010 | $15M | $15M | $0 | 5 | -- |
| Jul 2010 | $15M | $15M | $0 | 5 | -- |
| Jul 2009 | $10M | $10M | $0 | 5 | -- |
DateAug 2010
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--