CHOICE WEALTH ADVISORS LLC
CRD #297745 SEC #801-113869 WATERVILLE, ME (207) 873-0996
SEC Registered
Total AUM
$293.7M
Discretionary
$293.7M
Employees
5
Clients
51
Accounts
1,227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $293.7M | $293.7M | $0 | 5 | 19 |
| Jun 2024 | $256.1M | $256.1M | $0 | 4 | 17 |
| Jan 2024 | $256.1M | $256.1M | $0 | 4 | 17 |
| Sep 2023 | $220.4M | $220.4M | $0 | 4 | 18 |
| Mar 2023 | $220.4M | $220.4M | $0 | 4 | 18 |
| Jun 2022 | $256.9M | $256.9M | $0 | 4 | 19 |
| Mar 2022 | $256.9M | $256.9M | $0 | 4 | 19 |
| Feb 2022 | $256.9M | $256.9M | $0 | 4 | 19 |
| Jan 2022 | $256.9M | $256.9M | $0 | 4 | 19 |
| Mar 2021 | $191.3M | $191.3M | $0 | 5 | 0 |
| Jun 2020 | $151.5M | $151.5M | $0 | 5 | 0 |
| Mar 2020 | $151.5M | $151.5M | $0 | 5 | 0 |
| Jul 2019 | $116.2M | $115.9M | $366.9K | 5 | 0 |
| Jun 2019 | $116.2M | $115.9M | $366.9K | 5 | 0 |
| Mar 2019 | $116.2M | $115.9M | $366.9K | 5 | 0 |
| Dec 2018 | $103.9M | $103.5M | $359.5K | 5 | 0 |
| Dec 2018 | $103.9M | $103.5M | $359.5K | 5 | 0 |
| Jul 2018 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$293.7M
Discretionary$293.7M
Non-Disc.$0
Employees5
Clients19
DateJun 2024
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees4
Clients17
DateJan 2024
Total AUM$256.1M
Discretionary$256.1M
Non-Disc.$0
Employees4
Clients17
DateSep 2023
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees4
Clients18
DateMar 2023
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees4
Clients18
DateJun 2022
Total AUM$256.9M
Discretionary$256.9M
Non-Disc.$0
Employees4
Clients19
DateMar 2022
Total AUM$256.9M
Discretionary$256.9M
Non-Disc.$0
Employees4
Clients19
DateFeb 2022
Total AUM$256.9M
Discretionary$256.9M
Non-Disc.$0
Employees4
Clients19
DateJan 2022
Total AUM$256.9M
Discretionary$256.9M
Non-Disc.$0
Employees4
Clients19
DateMar 2021
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$116.2M
Discretionary$115.9M
Non-Disc.$366.9K
Employees5
Clients0
DateJun 2019
Total AUM$116.2M
Discretionary$115.9M
Non-Disc.$366.9K
Employees5
Clients0
DateMar 2019
Total AUM$116.2M
Discretionary$115.9M
Non-Disc.$366.9K
Employees5
Clients0
DateDec 2018
Total AUM$103.9M
Discretionary$103.5M
Non-Disc.$359.5K
Employees5
Clients0
DateDec 2018
Total AUM$103.9M
Discretionary$103.5M
Non-Disc.$359.5K
Employees5
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0