W ADVISORS LLC
CRD #168452 SEC #801-78543 GERMANTOWN, TN 901-410-8040
SEC Registered
Total AUM
$209.5M
Discretionary
$129.4M
Employees
3
Clients
0
Accounts
475
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $209.5M | $129.4M | $80.1M | 3 | 0 |
| Mar 2024 | $185.6M | $115.6M | $70M | 3 | 0 |
| Oct 2023 | $162.7M | $103.2M | $59.5M | 3 | 0 |
| Mar 2023 | $162.7M | $103.2M | $59.5M | 3 | 0 |
| Mar 2022 | $183.4M | $130.8M | $52.7M | 3 | 0 |
| Mar 2021 | $152.6M | $108.1M | $44.5M | 3 | 0 |
| Sep 2020 | $108.6M | $68.6M | $40M | 3 | 0 |
| Jun 2020 | $108.6M | $68.6M | $40M | 3 | 0 |
| Mar 2020 | $108.6M | $68.6M | $40M | 3 | 0 |
| Mar 2019 | $94.7M | $60.3M | $34.4M | 3 | 0 |
| Mar 2019 | $94.7M | $60.3M | $34.4M | 3 | 0 |
| Apr 2018 | $111.3M | $74.8M | $36.5M | 5 | 0 |
| Apr 2018 | $111.3M | $74.8M | $36.5M | 5 | 0 |
| Mar 2018 | $111.3M | $74.8M | $36.5M | 5 | 0 |
| Mar 2018 | $111.3M | $74.8M | $36.5M | 5 | 0 |
| Feb 2018 | $104.6M | $72.1M | $32.5M | 5 | 0 |
| Mar 2017 | $104.6M | $72.1M | $32.5M | 5 | 26 |
| Mar 2016 | $105.5M | $75M | $30.5M | 5 | 26 |
| Dec 2015 | $114.8M | $82.8M | $32M | 5 | 26 |
| Apr 2015 | $114.8M | $82.8M | $32M | 5 | 26 |
| Mar 2015 | $114.8M | $82.8M | $32M | 5 | 26 |
| Aug 2014 | $103.4M | $66.3M | $37.1M | 2 | 0 |
| Jan 2014 | $103.4M | $66.3M | $37.1M | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Sep 2013 | $0 | $0 | $0 | 2 | 0 |
| Aug 2013 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$209.5M
Discretionary$129.4M
Non-Disc.$80.1M
Employees3
Clients0
DateMar 2024
Total AUM$185.6M
Discretionary$115.6M
Non-Disc.$70M
Employees3
Clients0
DateOct 2023
Total AUM$162.7M
Discretionary$103.2M
Non-Disc.$59.5M
Employees3
Clients0
DateMar 2023
Total AUM$162.7M
Discretionary$103.2M
Non-Disc.$59.5M
Employees3
Clients0
DateMar 2022
Total AUM$183.4M
Discretionary$130.8M
Non-Disc.$52.7M
Employees3
Clients0
DateMar 2021
Total AUM$152.6M
Discretionary$108.1M
Non-Disc.$44.5M
Employees3
Clients0
DateSep 2020
Total AUM$108.6M
Discretionary$68.6M
Non-Disc.$40M
Employees3
Clients0
DateJun 2020
Total AUM$108.6M
Discretionary$68.6M
Non-Disc.$40M
Employees3
Clients0
DateMar 2020
Total AUM$108.6M
Discretionary$68.6M
Non-Disc.$40M
Employees3
Clients0
DateMar 2019
Total AUM$94.7M
Discretionary$60.3M
Non-Disc.$34.4M
Employees3
Clients0
DateMar 2019
Total AUM$94.7M
Discretionary$60.3M
Non-Disc.$34.4M
Employees3
Clients0
DateApr 2018
Total AUM$111.3M
Discretionary$74.8M
Non-Disc.$36.5M
Employees5
Clients0
DateApr 2018
Total AUM$111.3M
Discretionary$74.8M
Non-Disc.$36.5M
Employees5
Clients0
DateMar 2018
Total AUM$111.3M
Discretionary$74.8M
Non-Disc.$36.5M
Employees5
Clients0
DateMar 2018
Total AUM$111.3M
Discretionary$74.8M
Non-Disc.$36.5M
Employees5
Clients0
DateFeb 2018
Total AUM$104.6M
Discretionary$72.1M
Non-Disc.$32.5M
Employees5
Clients0
DateMar 2017
Total AUM$104.6M
Discretionary$72.1M
Non-Disc.$32.5M
Employees5
Clients26
DateMar 2016
Total AUM$105.5M
Discretionary$75M
Non-Disc.$30.5M
Employees5
Clients26
DateDec 2015
Total AUM$114.8M
Discretionary$82.8M
Non-Disc.$32M
Employees5
Clients26
DateApr 2015
Total AUM$114.8M
Discretionary$82.8M
Non-Disc.$32M
Employees5
Clients26
DateMar 2015
Total AUM$114.8M
Discretionary$82.8M
Non-Disc.$32M
Employees5
Clients26
DateAug 2014
Total AUM$103.4M
Discretionary$66.3M
Non-Disc.$37.1M
Employees2
Clients0
DateJan 2014
Total AUM$103.4M
Discretionary$66.3M
Non-Disc.$37.1M
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0