TEAMWORK FINANCIAL ADVISORS, LLC
CRD #165237 SEC #801-114801 SAN ANTONIO, TX 210-687-1333
SEC Registered
Total AUM
$800.5M
Discretionary
$800.5M
Employees
30
Clients
1
Accounts
4,253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $800.5M | $800.5M | $0 | 30 | 1 |
| Mar 2025 | $800.5M | $800.5M | $0 | 27 | 1 |
| Feb 2025 | $653.6M | $653.6M | $0 | 29 | 2 |
| Jan 2025 | $653.6M | $653.6M | $0 | 29 | 2 |
| Dec 2024 | $653.6M | $653.6M | $0 | 28 | 2 |
| Sep 2024 | $653.6M | $653.6M | $0 | 28 | 2 |
| Jul 2024 | $653.6M | $653.6M | $0 | 27 | 2 |
| Jun 2024 | $653.6M | $653.6M | $0 | 28 | 2 |
| Jun 2024 | $653.6M | $653.6M | $0 | 27 | 2 |
| May 2024 | $653.6M | $653.6M | $0 | 28 | 2 |
| May 2024 | $653.6M | $653.6M | $0 | 27 | 2 |
| May 2024 | $653.6M | $653.6M | $0 | 28 | 2 |
| Mar 2024 | $653.6M | $653.6M | $0 | 28 | 2 |
| Oct 2023 | $560.4M | $560.4M | $0 | 13 | 2 |
| Aug 2023 | $560.4M | $560.4M | $0 | 15 | 2 |
| Aug 2023 | $560.4M | $560.4M | $0 | 15 | 2 |
| Aug 2023 | $560.4M | $560.4M | $0 | 14 | 2 |
| Aug 2023 | $560.4M | $560.4M | $0 | 14 | 2 |
| May 2023 | $560.4M | $560.4M | $0 | 14 | 2 |
| Mar 2023 | $560.4M | $560.4M | $0 | 14 | 2 |
| Oct 2022 | $606.2M | $606.2M | $0 | 14 | 0 |
| Mar 2022 | $606.2M | $606.2M | $0 | 14 | 0 |
| Mar 2022 | $606.2M | $606.2M | $0 | 14 | 0 |
| Feb 2022 | $463.9M | $463.9M | $0 | 14 | 0 |
| Oct 2021 | $463.9M | $463.9M | $0 | 13 | 0 |
| Jul 2021 | $463.9M | $463.9M | $0 | 13 | 0 |
| Jul 2021 | $463.9M | $463.9M | $0 | 14 | 0 |
| Jul 2021 | $463.9M | $463.9M | $0 | 15 | 0 |
| Mar 2021 | $463.9M | $463.9M | $0 | 15 | 0 |
| Mar 2021 | $463.9M | $463.9M | $0 | 15 | 0 |
| Dec 2020 | $312.5M | $312.5M | $0 | 15 | 5 |
| Jun 2020 | $312.5M | $312.5M | $0 | 14 | 5 |
| Jun 2020 | $312.5M | $312.5M | $0 | 14 | 5 |
| Jun 2020 | $312.5M | $312.5M | $0 | 14 | 5 |
| Jun 2020 | $196.3M | $196.3M | $0 | 14 | 5 |
| Jun 2020 | $196.3M | $196.3M | $0 | 14 | 5 |
| May 2020 | $196.3M | $196.3M | $0 | 14 | 5 |
| Mar 2020 | $196.3M | $196.3M | $0 | 11 | 5 |
| Mar 2020 | $196.3M | $196.3M | $0 | 11 | 5 |
| Feb 2020 | $154M | $154M | $0 | 11 | 590 |
| Oct 2019 | $154M | $154M | $0 | 10 | 590 |
| Sep 2019 | $142.3M | $142.3M | $0 | 10 | 590 |
| Aug 2019 | $142.3M | $142.3M | $0 | 10 | 590 |
| Aug 2019 | $142.3M | $142.3M | $0 | 10 | 590 |
| Aug 2019 | $142.3M | $142.3M | $0 | 10 | 590 |
| Aug 2019 | $142.3M | $142.3M | $0 | 8 | 590 |
| Jun 2019 | $142.3M | $142.3M | $0 | 7 | 590 |
| Mar 2019 | $116.8M | $116.8M | $0 | 7 | 590 |
| Feb 2019 | $116.8M | $116.8M | $0 | 7 | 590 |
| Feb 2019 | $108.2M | $108.2M | $0 | 7 | 590 |
| Feb 2019 | $108.2M | $108.2M | $0 | 6 | 590 |
DateDec 2025
Total AUM$800.5M
Discretionary$800.5M
Non-Disc.$0
Employees30
Clients1
DateMar 2025
Total AUM$800.5M
Discretionary$800.5M
Non-Disc.$0
Employees27
Clients1
DateFeb 2025
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees29
Clients2
DateJan 2025
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees29
Clients2
DateDec 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees28
Clients2
DateSep 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees28
Clients2
DateJul 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees27
Clients2
DateJun 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees28
Clients2
DateJun 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees27
Clients2
DateMay 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees28
Clients2
DateMay 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees27
Clients2
DateMay 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees28
Clients2
DateMar 2024
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees28
Clients2
DateOct 2023
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees13
Clients2
DateAug 2023
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees15
Clients2
DateAug 2023
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees15
Clients2
DateAug 2023
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees14
Clients2
DateAug 2023
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees14
Clients2
DateMay 2023
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees14
Clients2
DateMar 2023
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees14
Clients2
DateOct 2022
Total AUM$606.2M
Discretionary$606.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$606.2M
Discretionary$606.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$606.2M
Discretionary$606.2M
Non-Disc.$0
Employees14
Clients0
DateFeb 2022
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees14
Clients0
DateOct 2021
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees14
Clients0
DateJul 2021
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$463.9M
Discretionary$463.9M
Non-Disc.$0
Employees15
Clients0
DateDec 2020
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees15
Clients5
DateJun 2020
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees14
Clients5
DateJun 2020
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees14
Clients5
DateJun 2020
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees14
Clients5
DateJun 2020
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees14
Clients5
DateJun 2020
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees14
Clients5
DateMay 2020
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees14
Clients5
DateMar 2020
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees11
Clients5
DateMar 2020
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees11
Clients5
DateFeb 2020
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees11
Clients590
DateOct 2019
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees10
Clients590
DateSep 2019
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees10
Clients590
DateAug 2019
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees10
Clients590
DateAug 2019
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees10
Clients590
DateAug 2019
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees10
Clients590
DateAug 2019
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees8
Clients590
DateJun 2019
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees7
Clients590
DateMar 2019
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees7
Clients590
DateFeb 2019
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees7
Clients590
DateFeb 2019
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees7
Clients590
DateFeb 2019
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees6
Clients590