DMJ WEALTH ADVISORS, LLC
CRD #301042 SEC #801-115247 GREENSBORO, NC (336) 275-9886
SEC Registered
Total AUM
$529.3M
Discretionary
$350.8M
Employees
15
Clients
101
Accounts
241
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $529.3M | $350.8M | $178.5M | 15 | 3 |
| Mar 2021 | $529.3M | $350.8M | $178.5M | 15 | 3 |
| Feb 2021 | $529.3M | $350.8M | $178.5M | 16 | 3 |
| Dec 2020 | $529.3M | $350.8M | $178.5M | 17 | 3 |
| Nov 2020 | $484.5M | $323.2M | $161.3M | 17 | 3 |
| Aug 2020 | $484.5M | $323.2M | $161.3M | 18 | 3 |
| Jun 2020 | $484.5M | $323.2M | $161.3M | 17 | 3 |
| May 2020 | $484.5M | $323.2M | $161.3M | 17 | 3 |
| Apr 2020 | $484.5M | $323.2M | $161.3M | 17 | 3 |
| Apr 2020 | $484.5M | $323.2M | $161.3M | 17 | 3 |
| Jan 2020 | $484.5M | $323.2M | $161.3M | 17 | 3 |
| Dec 2019 | $464M | $310.5M | $153.6M | 19 | 228 |
| Oct 2019 | $464M | $310.5M | $153.6M | 19 | 228 |
| Aug 2019 | $464M | $310.5M | $153.6M | 17 | 228 |
| Aug 2019 | $0 | $0 | $0 | 10 | 0 |
| May 2019 | $0 | $0 | $0 | 10 | 0 |
| May 2019 | $0 | $0 | $0 | 10 | 0 |
| May 2019 | $0 | $0 | $0 | 10 | 0 |
| Apr 2019 | $0 | $0 | $0 | 10 | 0 |
| Apr 2019 | $0 | $0 | $0 | 10 | 0 |
DateApr 2021
Total AUM$529.3M
Discretionary$350.8M
Non-Disc.$178.5M
Employees15
Clients3
DateMar 2021
Total AUM$529.3M
Discretionary$350.8M
Non-Disc.$178.5M
Employees15
Clients3
DateFeb 2021
Total AUM$529.3M
Discretionary$350.8M
Non-Disc.$178.5M
Employees16
Clients3
DateDec 2020
Total AUM$529.3M
Discretionary$350.8M
Non-Disc.$178.5M
Employees17
Clients3
DateNov 2020
Total AUM$484.5M
Discretionary$323.2M
Non-Disc.$161.3M
Employees17
Clients3
DateAug 2020
Total AUM$484.5M
Discretionary$323.2M
Non-Disc.$161.3M
Employees18
Clients3
DateJun 2020
Total AUM$484.5M
Discretionary$323.2M
Non-Disc.$161.3M
Employees17
Clients3
DateMay 2020
Total AUM$484.5M
Discretionary$323.2M
Non-Disc.$161.3M
Employees17
Clients3
DateApr 2020
Total AUM$484.5M
Discretionary$323.2M
Non-Disc.$161.3M
Employees17
Clients3
DateApr 2020
Total AUM$484.5M
Discretionary$323.2M
Non-Disc.$161.3M
Employees17
Clients3
DateJan 2020
Total AUM$484.5M
Discretionary$323.2M
Non-Disc.$161.3M
Employees17
Clients3
DateDec 2019
Total AUM$464M
Discretionary$310.5M
Non-Disc.$153.6M
Employees19
Clients228
DateOct 2019
Total AUM$464M
Discretionary$310.5M
Non-Disc.$153.6M
Employees19
Clients228
DateAug 2019
Total AUM$464M
Discretionary$310.5M
Non-Disc.$153.6M
Employees17
Clients228
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0