TPB WEALTH ADVISORS, LLC
CRD #150508 SEC #801-70282 SAN ANTONIO, TX 210-424-8710
SEC Registered Private Funds
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $844.8M | $815.5M | $29.3M | 3 | 0 |
| Apr 2023 | $844.8M | $815.5M | $29.3M | 3 | 0 |
| Mar 2023 | $844.8M | $815.5M | $29.3M | 3 | 0 |
| Mar 2022 | $882.6M | $875.5M | $7M | 5 | 0 |
| Mar 2021 | $267M | $254.7M | $12.4M | 4 | 0 |
| May 2020 | $251M | $236.3M | $14.7M | 6 | 0 |
| Mar 2020 | $251M | $236.3M | $14.7M | 6 | 0 |
| Aug 2019 | $214.8M | $180.4M | $34.5M | 6 | 0 |
| Jul 2019 | $214.8M | $180.4M | $34.5M | 6 | 0 |
| Mar 2019 | $214.8M | $180.4M | $34.5M | 5 | 0 |
| Mar 2018 | $140.9M | $127.3M | $13.6M | 5 | 0 |
| Sep 2017 | $123.7M | $102.2M | $21.6M | 2 | 200 |
| Mar 2017 | $123.7M | $102.2M | $21.6M | 3 | 200 |
| Sep 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| Sep 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| Aug 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| Jun 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| May 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| Apr 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| Mar 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| Mar 2016 | $120.7M | $113.3M | $7.4M | 4 | 200 |
| Dec 2015 | $123M | $112.7M | $10.3M | 6 | 200 |
| Mar 2015 | $123M | $112.7M | $10.3M | 6 | 200 |
| Jun 2014 | $119.1M | $102.7M | $16.4M | 8 | 200 |
| Mar 2014 | $119.1M | $102.7M | $16.4M | 8 | 200 |
| Mar 2014 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Feb 2014 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Jan 2014 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Dec 2013 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Oct 2013 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Oct 2013 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Aug 2013 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Aug 2013 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Aug 2013 | $138.4M | $132.7M | $5.7M | 7 | 26 |
| Jun 2013 | $138.4M | $132.7M | $5.7M | 4 | 26 |
| Jun 2013 | $138.4M | $132.7M | $5.7M | 4 | 26 |
| Jun 2013 | $138.4M | $132.7M | $5.7M | 4 | 26 |
| Mar 2013 | $138.4M | $132.7M | $5.7M | 4 | 26 |
| Jun 2012 | $177.7M | $112.3M | $65.4M | 1 | 26 |
| Mar 2012 | $177.7M | $112.3M | $65.4M | 1 | 26 |
| Jan 2012 | $76.7M | $70.4M | $6.2M | 1 | 26 |
| Jul 2011 | $76.7M | $70.4M | $6.2M | 5 | -- |
| Mar 2011 | $76.7M | $70.4M | $6.2M | 5 | -- |
| Mar 2011 | $76.7M | $70.4M | $6.2M | 5 | -- |
| Oct 2010 | $37.9M | $2M | $35.9M | 5 | -- |
| Apr 2010 | $37.9M | $2M | $35.9M | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateMay 2023
Total AUM$844.8M
Discretionary$815.5M
Non-Disc.$29.3M
Employees3
Clients0
DateApr 2023
Total AUM$844.8M
Discretionary$815.5M
Non-Disc.$29.3M
Employees3
Clients0
DateMar 2023
Total AUM$844.8M
Discretionary$815.5M
Non-Disc.$29.3M
Employees3
Clients0
DateMar 2022
Total AUM$882.6M
Discretionary$875.5M
Non-Disc.$7M
Employees5
Clients0
DateMar 2021
Total AUM$267M
Discretionary$254.7M
Non-Disc.$12.4M
Employees4
Clients0
DateMay 2020
Total AUM$251M
Discretionary$236.3M
Non-Disc.$14.7M
Employees6
Clients0
DateMar 2020
Total AUM$251M
Discretionary$236.3M
Non-Disc.$14.7M
Employees6
Clients0
DateAug 2019
Total AUM$214.8M
Discretionary$180.4M
Non-Disc.$34.5M
Employees6
Clients0
DateJul 2019
Total AUM$214.8M
Discretionary$180.4M
Non-Disc.$34.5M
Employees6
Clients0
DateMar 2019
Total AUM$214.8M
Discretionary$180.4M
Non-Disc.$34.5M
Employees5
Clients0
DateMar 2018
Total AUM$140.9M
Discretionary$127.3M
Non-Disc.$13.6M
Employees5
Clients0
DateSep 2017
Total AUM$123.7M
Discretionary$102.2M
Non-Disc.$21.6M
Employees2
Clients200
DateMar 2017
Total AUM$123.7M
Discretionary$102.2M
Non-Disc.$21.6M
Employees3
Clients200
DateSep 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateSep 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateAug 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateJun 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateMay 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateApr 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateMar 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateMar 2016
Total AUM$120.7M
Discretionary$113.3M
Non-Disc.$7.4M
Employees4
Clients200
DateDec 2015
Total AUM$123M
Discretionary$112.7M
Non-Disc.$10.3M
Employees6
Clients200
DateMar 2015
Total AUM$123M
Discretionary$112.7M
Non-Disc.$10.3M
Employees6
Clients200
DateJun 2014
Total AUM$119.1M
Discretionary$102.7M
Non-Disc.$16.4M
Employees8
Clients200
DateMar 2014
Total AUM$119.1M
Discretionary$102.7M
Non-Disc.$16.4M
Employees8
Clients200
DateMar 2014
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateFeb 2014
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateJan 2014
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateDec 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateOct 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateOct 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateAug 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateAug 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateAug 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees7
Clients26
DateJun 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees4
Clients26
DateJun 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees4
Clients26
DateJun 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees4
Clients26
DateMar 2013
Total AUM$138.4M
Discretionary$132.7M
Non-Disc.$5.7M
Employees4
Clients26
DateJun 2012
Total AUM$177.7M
Discretionary$112.3M
Non-Disc.$65.4M
Employees1
Clients26
DateMar 2012
Total AUM$177.7M
Discretionary$112.3M
Non-Disc.$65.4M
Employees1
Clients26
DateJan 2012
Total AUM$76.7M
Discretionary$70.4M
Non-Disc.$6.2M
Employees1
Clients26
DateJul 2011
Total AUM$76.7M
Discretionary$70.4M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2011
Total AUM$76.7M
Discretionary$70.4M
Non-Disc.$6.2M
Employees5
Clients--
DateMar 2011
Total AUM$76.7M
Discretionary$70.4M
Non-Disc.$6.2M
Employees5
Clients--
DateOct 2010
Total AUM$37.9M
Discretionary$2M
Non-Disc.$35.9M
Employees5
Clients--
DateApr 2010
Total AUM$37.9M
Discretionary$2M
Non-Disc.$35.9M
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--