WWK ADVISORS, LLC
CRD #154761 SEC #801-71775 NORTHVILLE, MI 248.449.8300
SEC Registered
Total AUM
$471.2M
Discretionary
$271.2M
Employees
6
Clients
0
Accounts
766
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $471.2M | $271.2M | $200M | 6 | 0 |
| Jun 2020 | $470.2M | $257M | $213.3M | 8 | 0 |
| Mar 2020 | $470.2M | $257M | $213.3M | 8 | 0 |
| Jan 2020 | $379.1M | $202.4M | $176.7M | 6 | 0 |
| Oct 2019 | $379.1M | $202.4M | $176.7M | 6 | 0 |
| Mar 2019 | $379.1M | $202.4M | $176.7M | 6 | 0 |
| Oct 2018 | $387.7M | $202.8M | $184.9M | 5 | 0 |
| Mar 2018 | $387.7M | $202.8M | $184.9M | 5 | 0 |
| Nov 2017 | $379.2M | $198.7M | $180.6M | 5 | 0 |
| Aug 2017 | $279.4M | $122.4M | $157M | 6 | 100 |
| Mar 2017 | $279.4M | $122.4M | $157M | 6 | 100 |
| Mar 2016 | $260.4M | $106.8M | $153.6M | 6 | 132 |
| Jul 2015 | $260.6M | $106.1M | $154.4M | 6 | 123 |
| May 2015 | $260.6M | $106.1M | $154.4M | 6 | 123 |
| Mar 2015 | $260.6M | $106.1M | $154.4M | 6 | 123 |
| Dec 2014 | $228M | $77.8M | $150.2M | 5 | 123 |
| May 2014 | $228M | $77.8M | $150.2M | 5 | 123 |
| Mar 2014 | $228M | $77.8M | $150.2M | 5 | 123 |
| Mar 2013 | $164.6M | $39.7M | $124.9M | 4 | 26 |
| Oct 2012 | $130.5M | $27.5M | $103.1M | 1 | 26 |
| Mar 2012 | $130.5M | $27.5M | $103.1M | 1 | 26 |
| May 2011 | $31M | $2.2M | $28.8M | 5 | -- |
| Mar 2011 | $31M | $2.2M | $28.8M | 5 | -- |
| Jan 2011 | $30.1M | $2M | $28.1M | 5 | -- |
| Dec 2010 | $30.1M | $2M | $28.1M | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2021
Total AUM$471.2M
Discretionary$271.2M
Non-Disc.$200M
Employees6
Clients0
DateJun 2020
Total AUM$470.2M
Discretionary$257M
Non-Disc.$213.3M
Employees8
Clients0
DateMar 2020
Total AUM$470.2M
Discretionary$257M
Non-Disc.$213.3M
Employees8
Clients0
DateJan 2020
Total AUM$379.1M
Discretionary$202.4M
Non-Disc.$176.7M
Employees6
Clients0
DateOct 2019
Total AUM$379.1M
Discretionary$202.4M
Non-Disc.$176.7M
Employees6
Clients0
DateMar 2019
Total AUM$379.1M
Discretionary$202.4M
Non-Disc.$176.7M
Employees6
Clients0
DateOct 2018
Total AUM$387.7M
Discretionary$202.8M
Non-Disc.$184.9M
Employees5
Clients0
DateMar 2018
Total AUM$387.7M
Discretionary$202.8M
Non-Disc.$184.9M
Employees5
Clients0
DateNov 2017
Total AUM$379.2M
Discretionary$198.7M
Non-Disc.$180.6M
Employees5
Clients0
DateAug 2017
Total AUM$279.4M
Discretionary$122.4M
Non-Disc.$157M
Employees6
Clients100
DateMar 2017
Total AUM$279.4M
Discretionary$122.4M
Non-Disc.$157M
Employees6
Clients100
DateMar 2016
Total AUM$260.4M
Discretionary$106.8M
Non-Disc.$153.6M
Employees6
Clients132
DateJul 2015
Total AUM$260.6M
Discretionary$106.1M
Non-Disc.$154.4M
Employees6
Clients123
DateMay 2015
Total AUM$260.6M
Discretionary$106.1M
Non-Disc.$154.4M
Employees6
Clients123
DateMar 2015
Total AUM$260.6M
Discretionary$106.1M
Non-Disc.$154.4M
Employees6
Clients123
DateDec 2014
Total AUM$228M
Discretionary$77.8M
Non-Disc.$150.2M
Employees5
Clients123
DateMay 2014
Total AUM$228M
Discretionary$77.8M
Non-Disc.$150.2M
Employees5
Clients123
DateMar 2014
Total AUM$228M
Discretionary$77.8M
Non-Disc.$150.2M
Employees5
Clients123
DateMar 2013
Total AUM$164.6M
Discretionary$39.7M
Non-Disc.$124.9M
Employees4
Clients26
DateOct 2012
Total AUM$130.5M
Discretionary$27.5M
Non-Disc.$103.1M
Employees1
Clients26
DateMar 2012
Total AUM$130.5M
Discretionary$27.5M
Non-Disc.$103.1M
Employees1
Clients26
DateMay 2011
Total AUM$31M
Discretionary$2.2M
Non-Disc.$28.8M
Employees5
Clients--
DateMar 2011
Total AUM$31M
Discretionary$2.2M
Non-Disc.$28.8M
Employees5
Clients--
DateJan 2011
Total AUM$30.1M
Discretionary$2M
Non-Disc.$28.1M
Employees5
Clients--
DateDec 2010
Total AUM$30.1M
Discretionary$2M
Non-Disc.$28.1M
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--