HKS WEALTH ADVISORS, LLC
Legal name: HKS WEALTH ADVISORS
CRD #159910 SEC #801-72995 OAKBROOK TERRACE, IL (630) 824-3771
SEC Registered
Total AUM
$165M
Discretionary
$70M
Employees
1
Clients
--
Accounts
43
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $165M | $70M | $95M | 1 | 0 |
| Jul 2017 | $165M | $70M | $95M | 1 | 1 |
| Mar 2017 | $165M | $70M | $95M | 1 | 1 |
| Oct 2016 | $155M | $65M | $90M | 1 | 1 |
| Apr 2016 | $155M | $65M | $90M | 1 | 1 |
| Mar 2016 | $155M | $65M | $90M | 1 | 1 |
| Mar 2015 | $140M | $60M | $80M | 1 | 1 |
| Mar 2014 | $140M | $60M | $80M | 1 | 1 |
| Mar 2014 | $140M | $60M | $80M | 1 | 1 |
| Aug 2013 | $139.9M | $0 | $139.9M | 3 | 1 |
| Feb 2013 | $139.9M | $0 | $139.9M | 3 | 1 |
| Dec 2012 | $134.9M | $0 | $134.9M | 2 | 0 |
| Jun 2012 | $134.9M | $0 | $134.9M | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateMar 2018
Total AUM$165M
Discretionary$70M
Non-Disc.$95M
Employees1
Clients0
DateJul 2017
Total AUM$165M
Discretionary$70M
Non-Disc.$95M
Employees1
Clients1
DateMar 2017
Total AUM$165M
Discretionary$70M
Non-Disc.$95M
Employees1
Clients1
DateOct 2016
Total AUM$155M
Discretionary$65M
Non-Disc.$90M
Employees1
Clients1
DateApr 2016
Total AUM$155M
Discretionary$65M
Non-Disc.$90M
Employees1
Clients1
DateMar 2016
Total AUM$155M
Discretionary$65M
Non-Disc.$90M
Employees1
Clients1
DateMar 2015
Total AUM$140M
Discretionary$60M
Non-Disc.$80M
Employees1
Clients1
DateMar 2014
Total AUM$140M
Discretionary$60M
Non-Disc.$80M
Employees1
Clients1
DateMar 2014
Total AUM$140M
Discretionary$60M
Non-Disc.$80M
Employees1
Clients1
DateAug 2013
Total AUM$139.9M
Discretionary$0
Non-Disc.$139.9M
Employees3
Clients1
DateFeb 2013
Total AUM$139.9M
Discretionary$0
Non-Disc.$139.9M
Employees3
Clients1
DateDec 2012
Total AUM$134.9M
Discretionary$0
Non-Disc.$134.9M
Employees2
Clients0
DateJun 2012
Total AUM$134.9M
Discretionary$0
Non-Disc.$134.9M
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0