MOSS BOOTH WEALTH ADVISORS, L.L.C.
CRD #150357 SEC #801-70211 SCOTTSDALE, AZ 480-948-2600
SEC Registered
Total AUM
$198.1M
Discretionary
$188.6M
Employees
4
Clients
--
Accounts
472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $216.2M | $206.8M | $9.4M | 2 | 140 |
| Sep 2014 | $198.1M | $188.6M | $9.5M | 4 | 134 |
| Feb 2014 | $198.1M | $188.6M | $9.5M | 4 | 134 |
| Feb 2013 | $179.7M | $170.5M | $9.2M | 4 | 121 |
| Feb 2012 | $159.5M | $150M | $9.4M | 1 | 117 |
| Feb 2011 | $158M | $148.5M | $9.5M | 5 | -- |
| Jan 2010 | $134.3M | $125M | $9.3M | 5 | -- |
| May 2009 | $0 | $0 | $0 | 5 | -- |
| May 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2015
Total AUM$216.2M
Discretionary$206.8M
Non-Disc.$9.4M
Employees2
Clients140
DateSep 2014
Total AUM$198.1M
Discretionary$188.6M
Non-Disc.$9.5M
Employees4
Clients134
DateFeb 2014
Total AUM$198.1M
Discretionary$188.6M
Non-Disc.$9.5M
Employees4
Clients134
DateFeb 2013
Total AUM$179.7M
Discretionary$170.5M
Non-Disc.$9.2M
Employees4
Clients121
DateFeb 2012
Total AUM$159.5M
Discretionary$150M
Non-Disc.$9.4M
Employees1
Clients117
DateFeb 2011
Total AUM$158M
Discretionary$148.5M
Non-Disc.$9.5M
Employees5
Clients--
DateJan 2010
Total AUM$134.3M
Discretionary$125M
Non-Disc.$9.3M
Employees5
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--