HORNE WEALTH ADVISORS, LLC
CRD #151067 SEC #801-79957 RIDGELAND, MS 601-326-1000
SEC Registered
Total AUM
$234.4M
Discretionary
$234.4M
Employees
6
Clients
--
Accounts
517
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $251.9M | $251.9M | $0 | 7 | 0 |
| Jan 2019 | $234.4M | $234.4M | $0 | 6 | 8 |
| Mar 2018 | $234.4M | $234.4M | $0 | 6 | 8 |
| Mar 2017 | $196.3M | $196.3M | $0 | 7 | 200 |
| Mar 2017 | $196.3M | $196.3M | $0 | 7 | 200 |
| Mar 2016 | $159M | $159M | $0 | 5 | 100 |
| Jun 2015 | $165.1M | $165.1M | $0 | 5 | 100 |
| May 2015 | $165.1M | $165.1M | $0 | 5 | 100 |
| Apr 2015 | $165.1M | $165.1M | $0 | 5 | 100 |
| Mar 2015 | $165.1M | $165.1M | $0 | 5 | 100 |
| Mar 2015 | $165.1M | $165.1M | $0 | 5 | 100 |
| Aug 2014 | $154.8M | $154.8M | $0 | 4 | 100 |
| Jun 2014 | $154.8M | $154.8M | $0 | 4 | 100 |
DateMar 2019
Total AUM$251.9M
Discretionary$251.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees6
Clients8
DateMar 2018
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees6
Clients8
DateMar 2017
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees5
Clients100
DateJun 2015
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees5
Clients100
DateMay 2015
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees5
Clients100
DateApr 2015
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$165.1M
Discretionary$165.1M
Non-Disc.$0
Employees5
Clients100
DateAug 2014
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients100
DateJun 2014
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients100