WEALTHSTREET INVESTMENT ADVISORS, LLC
CRD #286473 SEC #801-110058 DALLAS, TX 214-954-1900
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
9
Clients
1
Accounts
771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1.2B | $1.2B | $874.6K | 9 | 0 |
| Jun 2020 | $1B | $1B | $1M | 9 | 0 |
| Feb 2020 | $1B | $1B | $1M | 9 | 0 |
| Sep 2019 | $816.5M | $814.6M | $1.9M | 9 | 0 |
| Mar 2019 | $816.5M | $814.6M | $1.9M | 9 | 0 |
| Jan 2019 | $921.5M | $919.2M | $2.2M | 9 | 0 |
| Oct 2018 | $921.5M | $919.2M | $2.2M | 9 | 0 |
| Mar 2018 | $921.5M | $919.2M | $2.2M | 9 | 0 |
| Jul 2017 | $139.9M | $139.9M | $0 | 8 | 0 |
| Jun 2017 | $0 | $0 | $0 | 8 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$874.6K
Employees9
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$1M
Employees9
Clients0
DateFeb 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$1M
Employees9
Clients0
DateSep 2019
Total AUM$816.5M
Discretionary$814.6M
Non-Disc.$1.9M
Employees9
Clients0
DateMar 2019
Total AUM$816.5M
Discretionary$814.6M
Non-Disc.$1.9M
Employees9
Clients0
DateJan 2019
Total AUM$921.5M
Discretionary$919.2M
Non-Disc.$2.2M
Employees9
Clients0
DateOct 2018
Total AUM$921.5M
Discretionary$919.2M
Non-Disc.$2.2M
Employees9
Clients0
DateMar 2018
Total AUM$921.5M
Discretionary$919.2M
Non-Disc.$2.2M
Employees9
Clients0
DateJul 2017
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0