CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD #167513 SEC #801-123428 APPLETON, WI 920-731-9500
SEC Registered
Total AUM
$163.6M
Discretionary
$122.4M
Employees
5
Clients
10
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $163.6M | $122.4M | $41.1M | 5 | 7 |
| Apr 2024 | $138.3M | $106.9M | $31.4M | 5 | 10 |
| Jan 2024 | $138.3M | $106.9M | $31.4M | 5 | 10 |
| Sep 2023 | $117.3M | $93.2M | $24M | 3 | 1 |
| Jul 2023 | $117.3M | $93.2M | $24M | 3 | 1 |
| Jan 2023 | $117.3M | $93.2M | $24M | 3 | 1 |
| Jun 2022 | $120.1M | $95.7M | $24.4M | 1 | 3 |
| May 2022 | $120.1M | $95.7M | $24.4M | 1 | 3 |
| Apr 2022 | $120.1M | $95.7M | $24.4M | 1 | 3 |
| Feb 2022 | $120.1M | $95.7M | $24.4M | 1 | 3 |
DateJan 2025
Total AUM$163.6M
Discretionary$122.4M
Non-Disc.$41.1M
Employees5
Clients7
DateApr 2024
Total AUM$138.3M
Discretionary$106.9M
Non-Disc.$31.4M
Employees5
Clients10
DateJan 2024
Total AUM$138.3M
Discretionary$106.9M
Non-Disc.$31.4M
Employees5
Clients10
DateSep 2023
Total AUM$117.3M
Discretionary$93.2M
Non-Disc.$24M
Employees3
Clients1
DateJul 2023
Total AUM$117.3M
Discretionary$93.2M
Non-Disc.$24M
Employees3
Clients1
DateJan 2023
Total AUM$117.3M
Discretionary$93.2M
Non-Disc.$24M
Employees3
Clients1
DateJun 2022
Total AUM$120.1M
Discretionary$95.7M
Non-Disc.$24.4M
Employees1
Clients3
DateMay 2022
Total AUM$120.1M
Discretionary$95.7M
Non-Disc.$24.4M
Employees1
Clients3
DateApr 2022
Total AUM$120.1M
Discretionary$95.7M
Non-Disc.$24.4M
Employees1
Clients3
DateFeb 2022
Total AUM$120.1M
Discretionary$95.7M
Non-Disc.$24.4M
Employees1
Clients3