BAJA WEALTH ADVISORS LLC
CRD #289592 SEC #801-111997 NEW YORK, NY 212-850-4260
SEC Registered
Total AUM
$72.6M
Discretionary
$20.8M
Employees
6
Clients
0
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $72.6M | $20.8M | $51.8M | 6 | 0 |
| Mar 2024 | $72.6M | $20.8M | $51.8M | 6 | 0 |
| Jul 2023 | $83.4M | $24.4M | $59.1M | 5 | 0 |
| Mar 2023 | $83.4M | $24.4M | $59.1M | 5 | 0 |
| Feb 2023 | $91M | $10.5M | $80.5M | 5 | 0 |
| Jan 2023 | $91M | $10.5M | $80.5M | 5 | 0 |
| Oct 2022 | $91M | $10.5M | $80.5M | 5 | 0 |
| Oct 2022 | $91M | $10.5M | $80.5M | 5 | 0 |
| Aug 2022 | $91M | $10.5M | $80.5M | 5 | 0 |
| Mar 2022 | $91M | $10.5M | $80.5M | 5 | 0 |
| Sep 2021 | $71M | $8.2M | $62.8M | 5 | 0 |
| Jul 2021 | $71M | $8.2M | $62.8M | 5 | 0 |
| Mar 2021 | $71M | $8.2M | $62.8M | 5 | 0 |
| Jan 2021 | $58.6M | $6.8M | $51.8M | 5 | 0 |
| Sep 2020 | $58.6M | $6.8M | $51.8M | 5 | 0 |
| Jun 2020 | $58.6M | $6.8M | $51.8M | 5 | 0 |
| Mar 2020 | $58.6M | $6.8M | $51.8M | 5 | 0 |
| Jan 2020 | $60.5M | $6M | $54.4M | 5 | 0 |
| Jul 2019 | $60.5M | $6M | $54.4M | 4 | 0 |
| Mar 2019 | $60.5M | $6M | $54.4M | 4 | 0 |
| Jan 2019 | $6.9M | $6.9M | $0 | 8 | 0 |
| Dec 2018 | $6.9M | $6.9M | $0 | 8 | 0 |
| Dec 2018 | $6.9M | $6.9M | $0 | 8 | 0 |
| Mar 2018 | $6.9M | $6.9M | $0 | 8 | 0 |
| Feb 2018 | $6.9M | $6.9M | $0 | 8 | 0 |
| Oct 2017 | $0 | $0 | $0 | 8 | 0 |
DateAug 2024
Total AUM$72.6M
Discretionary$20.8M
Non-Disc.$51.8M
Employees6
Clients0
DateMar 2024
Total AUM$72.6M
Discretionary$20.8M
Non-Disc.$51.8M
Employees6
Clients0
DateJul 2023
Total AUM$83.4M
Discretionary$24.4M
Non-Disc.$59.1M
Employees5
Clients0
DateMar 2023
Total AUM$83.4M
Discretionary$24.4M
Non-Disc.$59.1M
Employees5
Clients0
DateFeb 2023
Total AUM$91M
Discretionary$10.5M
Non-Disc.$80.5M
Employees5
Clients0
DateJan 2023
Total AUM$91M
Discretionary$10.5M
Non-Disc.$80.5M
Employees5
Clients0
DateOct 2022
Total AUM$91M
Discretionary$10.5M
Non-Disc.$80.5M
Employees5
Clients0
DateOct 2022
Total AUM$91M
Discretionary$10.5M
Non-Disc.$80.5M
Employees5
Clients0
DateAug 2022
Total AUM$91M
Discretionary$10.5M
Non-Disc.$80.5M
Employees5
Clients0
DateMar 2022
Total AUM$91M
Discretionary$10.5M
Non-Disc.$80.5M
Employees5
Clients0
DateSep 2021
Total AUM$71M
Discretionary$8.2M
Non-Disc.$62.8M
Employees5
Clients0
DateJul 2021
Total AUM$71M
Discretionary$8.2M
Non-Disc.$62.8M
Employees5
Clients0
DateMar 2021
Total AUM$71M
Discretionary$8.2M
Non-Disc.$62.8M
Employees5
Clients0
DateJan 2021
Total AUM$58.6M
Discretionary$6.8M
Non-Disc.$51.8M
Employees5
Clients0
DateSep 2020
Total AUM$58.6M
Discretionary$6.8M
Non-Disc.$51.8M
Employees5
Clients0
DateJun 2020
Total AUM$58.6M
Discretionary$6.8M
Non-Disc.$51.8M
Employees5
Clients0
DateMar 2020
Total AUM$58.6M
Discretionary$6.8M
Non-Disc.$51.8M
Employees5
Clients0
DateJan 2020
Total AUM$60.5M
Discretionary$6M
Non-Disc.$54.4M
Employees5
Clients0
DateJul 2019
Total AUM$60.5M
Discretionary$6M
Non-Disc.$54.4M
Employees4
Clients0
DateMar 2019
Total AUM$60.5M
Discretionary$6M
Non-Disc.$54.4M
Employees4
Clients0
DateJan 2019
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees8
Clients0
DateDec 2018
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2018
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0