DWV ADVISORS, LLC
CRD #154148 SEC #801-76788 ESSEX JUNCTION, VT 802-879-3766
SEC Registered
Total AUM
$148.4M
Discretionary
$148.4M
Employees
1
Clients
25
Accounts
51
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $148.4M | $148.4M | $0 | 1 | 0 |
| Jul 2025 | $148.4M | $148.4M | $0 | 1 | 0 |
| Mar 2025 | $148.4M | $148.4M | $0 | 1 | 0 |
| Mar 2024 | $106M | $106M | $0 | 1 | 0 |
| Jan 2024 | $116.8M | $116.8M | $0 | 1 | 0 |
| Mar 2023 | $116.8M | $116.8M | $0 | 1 | 0 |
| Sep 2022 | $130.1M | $130.1M | $0 | 1 | 0 |
| Sep 2022 | $130.1M | $130.1M | $0 | 2 | 0 |
| Jul 2022 | $130.1M | $130.1M | $0 | 2 | 0 |
| May 2022 | $130.1M | $130.1M | $0 | 2 | 0 |
| Mar 2022 | $130.1M | $130.1M | $0 | 2 | 0 |
| Mar 2021 | $123.7M | $123.7M | $0 | 2 | 0 |
| Aug 2020 | $159.7M | $159.7M | $0 | 2 | 0 |
| Aug 2020 | $159.7M | $159.7M | $0 | 2 | 0 |
| Jun 2020 | $159.7M | $159.7M | $0 | 2 | 0 |
| Mar 2020 | $159.7M | $159.7M | $0 | 2 | 0 |
| Aug 2019 | $149.6M | $149.6M | $0 | 2 | 0 |
| Mar 2019 | $149.6M | $149.6M | $0 | 2 | 0 |
| Sep 2018 | $151.2M | $151.2M | $0 | 2 | 0 |
| Apr 2018 | $151.2M | $151.2M | $0 | 2 | 0 |
| Mar 2018 | $151.2M | $151.2M | $0 | 2 | 0 |
| Mar 2017 | $142M | $6.3M | $135.7M | 1 | 11 |
| Mar 2017 | $112.7M | $1.1M | $111.6M | 1 | 1 |
| May 2016 | $112.7M | $1.1M | $111.6M | 1 | 1 |
| Mar 2016 | $112.7M | $1.1M | $111.6M | 1 | 1 |
| Mar 2016 | $114.1M | $838.3K | $113.3M | 1 | 1 |
| Dec 2015 | $114.1M | $838.3K | $113.3M | 1 | 1 |
| Mar 2015 | $114.1M | $838.3K | $113.3M | 1 | 1 |
| Jun 2014 | $111.9M | $583.4K | $111.3M | 1 | 1 |
| Apr 2014 | $111.9M | $583.4K | $111.3M | 1 | 1 |
| Mar 2014 | $111.9M | $583.4K | $111.3M | 1 | 1 |
| Mar 2014 | $111.9M | $583.4K | $111.3M | 1 | 1 |
| Mar 2013 | $100.3M | $600K | $99.7M | 1 | 1 |
| Jun 2012 | $102M | $627.6K | $101.4M | 1 | 1 |
DateJul 2025
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$148.4M
Discretionary$148.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$142M
Discretionary$6.3M
Non-Disc.$135.7M
Employees1
Clients11
DateMar 2017
Total AUM$112.7M
Discretionary$1.1M
Non-Disc.$111.6M
Employees1
Clients1
DateMay 2016
Total AUM$112.7M
Discretionary$1.1M
Non-Disc.$111.6M
Employees1
Clients1
DateMar 2016
Total AUM$112.7M
Discretionary$1.1M
Non-Disc.$111.6M
Employees1
Clients1
DateMar 2016
Total AUM$114.1M
Discretionary$838.3K
Non-Disc.$113.3M
Employees1
Clients1
DateDec 2015
Total AUM$114.1M
Discretionary$838.3K
Non-Disc.$113.3M
Employees1
Clients1
DateMar 2015
Total AUM$114.1M
Discretionary$838.3K
Non-Disc.$113.3M
Employees1
Clients1
DateJun 2014
Total AUM$111.9M
Discretionary$583.4K
Non-Disc.$111.3M
Employees1
Clients1
DateApr 2014
Total AUM$111.9M
Discretionary$583.4K
Non-Disc.$111.3M
Employees1
Clients1
DateMar 2014
Total AUM$111.9M
Discretionary$583.4K
Non-Disc.$111.3M
Employees1
Clients1
DateMar 2014
Total AUM$111.9M
Discretionary$583.4K
Non-Disc.$111.3M
Employees1
Clients1
DateMar 2013
Total AUM$100.3M
Discretionary$600K
Non-Disc.$99.7M
Employees1
Clients1
DateJun 2012
Total AUM$102M
Discretionary$627.6K
Non-Disc.$101.4M
Employees1
Clients1