BDO WEALTH ADVISORS, LLC
CRD #222525 SEC #801-108306 JACKSONVILLE, FL 904.396.4015
SEC Registered
Total AUM
$3B
Discretionary
$2.2B
Employees
43
Clients
0
Accounts
4,125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $3B | $2.2B | $800.9M | 43 | 45 |
| Aug 2022 | $2.8B | $2.1B | $718.1M | 28 | 59 |
| Aug 2022 | $2.8B | $2.1B | $718.1M | 28 | 59 |
| Jul 2022 | $2.8B | $2.1B | $718.1M | 28 | 59 |
| Jul 2021 | $2.1B | $2.1B | $21.6M | 28 | 8 |
| Apr 2021 | $1.5B | $1.5B | $8.3M | 20 | 5 |
| Mar 2021 | $1.5B | $1.5B | $8.3M | 20 | 5 |
| Dec 2020 | $1.5B | $1.5B | $8.3M | 20 | 5 |
| Jul 2020 | $1.5B | $1.5B | $8.3M | 20 | 5 |
| Jul 2020 | $893.7M | $738.6M | $155.1M | 19 | 1 |
| Jun 2020 | $893.7M | $738.6M | $155.1M | 19 | 1 |
| Jan 2020 | $893.7M | $738.6M | $155.1M | 19 | 1 |
| Dec 2019 | $893.7M | $738.6M | $155.1M | 19 | 1 |
| Sep 2019 | $893.7M | $738.6M | $155.1M | 19 | 1 |
| Dec 2018 | $833.4M | $673.9M | $159.5M | 14 | 665 |
| Dec 2018 | $833.4M | $673.9M | $159.5M | 14 | 665 |
| Dec 2018 | $833.4M | $673.9M | $159.5M | 14 | 665 |
| Oct 2018 | $833.4M | $673.9M | $159.5M | 14 | 665 |
| Sep 2018 | $833.4M | $673.9M | $159.5M | 14 | 665 |
| Sep 2018 | $706.7M | $579.9M | $126.8M | 13 | 665 |
| Sep 2017 | $706.7M | $579.9M | $126.8M | 13 | 700 |
| Apr 2017 | $574M | $574M | $0 | 15 | 700 |
| Sep 2016 | $344.5M | $218.9M | $125.6M | 9 | 400 |
| Sep 2016 | $370.5M | $246.8M | $123.7M | 9 | 400 |
| Aug 2016 | $370.5M | $246.8M | $123.7M | 9 | 400 |
DateJul 2023
Total AUM$3B
Discretionary$2.2B
Non-Disc.$800.9M
Employees43
Clients45
DateAug 2022
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$718.1M
Employees28
Clients59
DateAug 2022
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$718.1M
Employees28
Clients59
DateJul 2022
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$718.1M
Employees28
Clients59
DateJul 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$21.6M
Employees28
Clients8
DateApr 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.3M
Employees20
Clients5
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.3M
Employees20
Clients5
DateDec 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.3M
Employees20
Clients5
DateJul 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$8.3M
Employees20
Clients5
DateJul 2020
Total AUM$893.7M
Discretionary$738.6M
Non-Disc.$155.1M
Employees19
Clients1
DateJun 2020
Total AUM$893.7M
Discretionary$738.6M
Non-Disc.$155.1M
Employees19
Clients1
DateJan 2020
Total AUM$893.7M
Discretionary$738.6M
Non-Disc.$155.1M
Employees19
Clients1
DateDec 2019
Total AUM$893.7M
Discretionary$738.6M
Non-Disc.$155.1M
Employees19
Clients1
DateSep 2019
Total AUM$893.7M
Discretionary$738.6M
Non-Disc.$155.1M
Employees19
Clients1
DateDec 2018
Total AUM$833.4M
Discretionary$673.9M
Non-Disc.$159.5M
Employees14
Clients665
DateDec 2018
Total AUM$833.4M
Discretionary$673.9M
Non-Disc.$159.5M
Employees14
Clients665
DateDec 2018
Total AUM$833.4M
Discretionary$673.9M
Non-Disc.$159.5M
Employees14
Clients665
DateOct 2018
Total AUM$833.4M
Discretionary$673.9M
Non-Disc.$159.5M
Employees14
Clients665
DateSep 2018
Total AUM$833.4M
Discretionary$673.9M
Non-Disc.$159.5M
Employees14
Clients665
DateSep 2018
Total AUM$706.7M
Discretionary$579.9M
Non-Disc.$126.8M
Employees13
Clients665
DateSep 2017
Total AUM$706.7M
Discretionary$579.9M
Non-Disc.$126.8M
Employees13
Clients700
DateApr 2017
Total AUM$574M
Discretionary$574M
Non-Disc.$0
Employees15
Clients700
DateSep 2016
Total AUM$344.5M
Discretionary$218.9M
Non-Disc.$125.6M
Employees9
Clients400
DateSep 2016
Total AUM$370.5M
Discretionary$246.8M
Non-Disc.$123.7M
Employees9
Clients400
DateAug 2016
Total AUM$370.5M
Discretionary$246.8M
Non-Disc.$123.7M
Employees9
Clients400