DELOS WEALTH ADVISORS, LLC
Legal name: DELOS WEALTH ADVISORS
CRD #300734 SEC #801-119589 DALLAS, TX 972-810-1610
SEC Registered
Total AUM
$162.2M
Discretionary
$162.2M
Employees
6
Clients
51
Accounts
320
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $162.2M | $162.2M | $0 | 6 | 0 |
| Mar 2025 | $162.2M | $162.2M | $0 | 4 | 0 |
| Mar 2024 | $130M | $129.5M | $500K | 4 | 0 |
| Jan 2024 | $135.2M | $134.4M | $756K | 3 | 0 |
| Mar 2023 | $135.2M | $134.4M | $756K | 3 | 0 |
| Aug 2022 | $130.5M | $129.7M | $876.8K | 4 | 1 |
| Mar 2022 | $130.5M | $129.7M | $876.8K | 4 | 1 |
| Mar 2021 | $96.7M | $96.7M | $0 | 5 | 0 |
| Dec 2020 | $104.2M | $104.2M | $0 | 5 | 0 |
| Nov 2020 | $104.2M | $104.2M | $0 | 5 | 0 |
| Sep 2020 | $104.2M | $104.2M | $0 | 5 | 0 |
DateAug 2025
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$162.2M
Discretionary$162.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$130M
Discretionary$129.5M
Non-Disc.$500K
Employees4
Clients0
DateJan 2024
Total AUM$135.2M
Discretionary$134.4M
Non-Disc.$756K
Employees3
Clients0
DateMar 2023
Total AUM$135.2M
Discretionary$134.4M
Non-Disc.$756K
Employees3
Clients0
DateAug 2022
Total AUM$130.5M
Discretionary$129.7M
Non-Disc.$876.8K
Employees4
Clients1
DateMar 2022
Total AUM$130.5M
Discretionary$129.7M
Non-Disc.$876.8K
Employees4
Clients1
DateMar 2021
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees5
Clients0