SEASONS OF ADVICE WEALTH MANAGEMENT, LLC
CRD #285925 SEC #801-108717 NEW YORK, NY 212-977-3111
SEC Registered
Total AUM
$675.5M
Discretionary
$647.7M
Employees
18
Clients
251
Accounts
2,313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $675.5M | $647.7M | $27.7M | 18 | 19 |
| Jun 2020 | $675.5M | $647.7M | $27.7M | 18 | 19 |
| May 2020 | $675.5M | $647.7M | $27.7M | 18 | 19 |
| Mar 2020 | $675.5M | $647.7M | $27.7M | 18 | 19 |
| May 2019 | $571.2M | $548.5M | $22.7M | 16 | 26 |
| Apr 2019 | $571.2M | $548.5M | $22.7M | 16 | 26 |
| Mar 2019 | $571.2M | $548.5M | $22.7M | 16 | 26 |
| Jul 2018 | $525.8M | $505.4M | $20.4M | 17 | 17 |
| Mar 2018 | $525.8M | $505.4M | $20.4M | 17 | 17 |
| Sep 2017 | $496.6M | $481.3M | $15.3M | 15 | 0 |
| Feb 2017 | $342.7M | $340.9M | $1.8M | 15 | 0 |
| Feb 2017 | $342.7M | $340.9M | $1.8M | 15 | 0 |
DateJul 2020
Total AUM$675.5M
Discretionary$647.7M
Non-Disc.$27.7M
Employees18
Clients19
DateJun 2020
Total AUM$675.5M
Discretionary$647.7M
Non-Disc.$27.7M
Employees18
Clients19
DateMay 2020
Total AUM$675.5M
Discretionary$647.7M
Non-Disc.$27.7M
Employees18
Clients19
DateMar 2020
Total AUM$675.5M
Discretionary$647.7M
Non-Disc.$27.7M
Employees18
Clients19
DateMay 2019
Total AUM$571.2M
Discretionary$548.5M
Non-Disc.$22.7M
Employees16
Clients26
DateApr 2019
Total AUM$571.2M
Discretionary$548.5M
Non-Disc.$22.7M
Employees16
Clients26
DateMar 2019
Total AUM$571.2M
Discretionary$548.5M
Non-Disc.$22.7M
Employees16
Clients26
DateJul 2018
Total AUM$525.8M
Discretionary$505.4M
Non-Disc.$20.4M
Employees17
Clients17
DateMar 2018
Total AUM$525.8M
Discretionary$505.4M
Non-Disc.$20.4M
Employees17
Clients17
DateSep 2017
Total AUM$496.6M
Discretionary$481.3M
Non-Disc.$15.3M
Employees15
Clients0
DateFeb 2017
Total AUM$342.7M
Discretionary$340.9M
Non-Disc.$1.8M
Employees15
Clients0
DateFeb 2017
Total AUM$342.7M
Discretionary$340.9M
Non-Disc.$1.8M
Employees15
Clients0