THRELKELD, VIRGIL JOHN
Legal name: ADVANTAGE WEALTH ADVISORS
CRD #280028 SEC #801-128284 ALAMO, CA (925) 837-1600
SEC Registered
Total AUM
$136.5M
Discretionary
$136.5M
Employees
6
Clients
26
Accounts
215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $136.5M | $136.5M | $0 | 6 | 0 |
| Aug 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
| Jul 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
| Jul 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
| Jun 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
| Jun 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
DateMay 2024
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0