DW ADVISORS LLC
Legal name: DANIEL WEALTH ADVISORS
CRD #150382 SEC #801-78657 CORONA DEL MAR, CA 949-290-0747
SEC Registered
Total AUM
$339.5M
Discretionary
$332.3M
Employees
16
Clients
1
Accounts
1,086
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $339.5M | $332.3M | $7.2M | 16 | 1 |
| Mar 2018 | $339.5M | $332.3M | $7.2M | 16 | 1 |
| Sep 2017 | $312.2M | $258.1M | $54.1M | 15 | 500 |
| Jul 2017 | $312.2M | $258.1M | $54.1M | 15 | 500 |
| Jul 2017 | $312.2M | $258.1M | $54.1M | 15 | 500 |
| Jun 2017 | $312.2M | $258.1M | $54.1M | 15 | 500 |
| Jun 2017 | $312.2M | $258.1M | $54.1M | 15 | 500 |
| Mar 2017 | $312.2M | $258.1M | $54.1M | 15 | 500 |
| Mar 2017 | $424.3M | $404.1M | $20.2M | 27 | 400 |
| Mar 2016 | $424.3M | $404.1M | $20.2M | 27 | 400 |
| Dec 2015 | $393M | $354M | $39M | 16 | 300 |
| Nov 2015 | $393M | $354M | $39M | 16 | 300 |
| Oct 2015 | $393M | $354M | $39M | 16 | 300 |
| Oct 2015 | $393M | $354M | $39M | 16 | 300 |
| Oct 2015 | $393M | $354M | $39M | 16 | 300 |
| Sep 2015 | $393M | $354M | $39M | 16 | 300 |
| Sep 2015 | $393M | $354M | $39M | 16 | 300 |
| Sep 2015 | $393M | $354M | $39M | 16 | 300 |
| Sep 2015 | $393M | $354M | $39M | 16 | 300 |
| Jul 2015 | $393M | $354M | $39M | 16 | 300 |
| Jul 2015 | $393M | $354M | $39M | 16 | 300 |
| Jul 2015 | $393M | $354M | $39M | 16 | 300 |
| Jun 2015 | $393M | $354M | $39M | 16 | 300 |
| Jun 2015 | $393M | $354M | $39M | 16 | 300 |
| Jun 2015 | $393M | $354M | $39M | 16 | 300 |
| Apr 2015 | $393M | $354M | $39M | 16 | 300 |
| Apr 2015 | $211M | $191M | $20M | 16 | 300 |
| Mar 2015 | $211M | $191M | $20M | 16 | 300 |
| Mar 2015 | $211M | $191M | $20M | 16 | 300 |
| Feb 2015 | $211M | $191M | $20M | 16 | 300 |
| Jan 2015 | $211M | $191M | $20M | 16 | 300 |
| Jan 2015 | $211M | $191M | $20M | 16 | 300 |
| Jan 2015 | $211M | $191M | $20M | 16 | 300 |
| Jan 2015 | $211M | $191M | $20M | 16 | 300 |
| Oct 2014 | $211M | $191M | $20M | 16 | 300 |
| Oct 2014 | $211M | $191M | $20M | 16 | 300 |
| Aug 2014 | $211M | $191M | $20M | 15 | 300 |
| Jun 2014 | $211M | $191M | $20M | 15 | 300 |
| May 2014 | $211M | $191M | $20M | 15 | 300 |
| Apr 2014 | $211M | $191M | $20M | 15 | 300 |
| Mar 2014 | $211M | $191M | $20M | 15 | 300 |
| Dec 2013 | $104.8M | $72.6M | $32.2M | 13 | 111 |
| Nov 2013 | $104.8M | $72.6M | $32.2M | 10 | 111 |
| Nov 2013 | $104.8M | $72.6M | $32.2M | 10 | 111 |
| Oct 2013 | $104.8M | $72.6M | $32.2M | 10 | 111 |
| Oct 2013 | $104.8M | $72.6M | $32.2M | 9 | 111 |
| Oct 2013 | $104.8M | $72.6M | $32.2M | 7 | 111 |
| Jan 2012 | $41.7M | $22.7M | $19M | 1 | 0 |
| Sep 2011 | $41.7M | $22.7M | $19M | 5 | -- |
| Feb 2011 | $43M | $26M | $17M | 5 | -- |
| Feb 2011 | $30.7M | $14M | $16.7M | 5 | -- |
| Sep 2009 | $30.7M | $14M | $16.7M | 5 | -- |
DateOct 2018
Total AUM$339.5M
Discretionary$332.3M
Non-Disc.$7.2M
Employees16
Clients1
DateMar 2018
Total AUM$339.5M
Discretionary$332.3M
Non-Disc.$7.2M
Employees16
Clients1
DateSep 2017
Total AUM$312.2M
Discretionary$258.1M
Non-Disc.$54.1M
Employees15
Clients500
DateJul 2017
Total AUM$312.2M
Discretionary$258.1M
Non-Disc.$54.1M
Employees15
Clients500
DateJul 2017
Total AUM$312.2M
Discretionary$258.1M
Non-Disc.$54.1M
Employees15
Clients500
DateJun 2017
Total AUM$312.2M
Discretionary$258.1M
Non-Disc.$54.1M
Employees15
Clients500
DateJun 2017
Total AUM$312.2M
Discretionary$258.1M
Non-Disc.$54.1M
Employees15
Clients500
DateMar 2017
Total AUM$312.2M
Discretionary$258.1M
Non-Disc.$54.1M
Employees15
Clients500
DateMar 2017
Total AUM$424.3M
Discretionary$404.1M
Non-Disc.$20.2M
Employees27
Clients400
DateMar 2016
Total AUM$424.3M
Discretionary$404.1M
Non-Disc.$20.2M
Employees27
Clients400
DateDec 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateNov 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateOct 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateOct 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateOct 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateSep 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateSep 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateSep 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateSep 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateJul 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateJul 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateJul 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateJun 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateJun 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateJun 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateApr 2015
Total AUM$393M
Discretionary$354M
Non-Disc.$39M
Employees16
Clients300
DateApr 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateMar 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateMar 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateFeb 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateJan 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateJan 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateJan 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateJan 2015
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateOct 2014
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateOct 2014
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees16
Clients300
DateAug 2014
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees15
Clients300
DateJun 2014
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees15
Clients300
DateMay 2014
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees15
Clients300
DateApr 2014
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees15
Clients300
DateMar 2014
Total AUM$211M
Discretionary$191M
Non-Disc.$20M
Employees15
Clients300
DateDec 2013
Total AUM$104.8M
Discretionary$72.6M
Non-Disc.$32.2M
Employees13
Clients111
DateNov 2013
Total AUM$104.8M
Discretionary$72.6M
Non-Disc.$32.2M
Employees10
Clients111
DateNov 2013
Total AUM$104.8M
Discretionary$72.6M
Non-Disc.$32.2M
Employees10
Clients111
DateOct 2013
Total AUM$104.8M
Discretionary$72.6M
Non-Disc.$32.2M
Employees10
Clients111
DateOct 2013
Total AUM$104.8M
Discretionary$72.6M
Non-Disc.$32.2M
Employees9
Clients111
DateOct 2013
Total AUM$104.8M
Discretionary$72.6M
Non-Disc.$32.2M
Employees7
Clients111
DateJan 2012
Total AUM$41.7M
Discretionary$22.7M
Non-Disc.$19M
Employees1
Clients0
DateSep 2011
Total AUM$41.7M
Discretionary$22.7M
Non-Disc.$19M
Employees5
Clients--
DateFeb 2011
Total AUM$43M
Discretionary$26M
Non-Disc.$17M
Employees5
Clients--
DateFeb 2011
Total AUM$30.7M
Discretionary$14M
Non-Disc.$16.7M
Employees5
Clients--
DateSep 2009
Total AUM$30.7M
Discretionary$14M
Non-Disc.$16.7M
Employees5
Clients--