LONG RUN WEALTH ADVISORS, LLC
CRD #311415 SEC #801-119953 LAKE PLACID, NY 518-523-8050
SEC Registered
Total AUM
$514.2M
Discretionary
$472.8M
Employees
7
Clients
101
Accounts
2,062
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $514.2M | $472.8M | $41.5M | 7 | 0 |
| Jul 2025 | $514.2M | $472.8M | $41.5M | 7 | 0 |
| May 2025 | $514.2M | $472.8M | $41.5M | 7 | 0 |
| Feb 2025 | $514.2M | $472.8M | $41.5M | 7 | 0 |
| Oct 2024 | $442M | $405.1M | $36.9M | 9 | 0 |
| Aug 2024 | $442M | $405.1M | $36.9M | 8 | 0 |
| Mar 2024 | $442M | $405.1M | $36.9M | 7 | 0 |
| Dec 2023 | $357.3M | $320.5M | $36.8M | 6 | 0 |
| Dec 2023 | $357.3M | $320.5M | $36.8M | 7 | 0 |
| Aug 2023 | $357.3M | $320.5M | $36.8M | 7 | 0 |
| Feb 2023 | $357.3M | $320.5M | $36.8M | 7 | 0 |
| Dec 2022 | $381.6M | $337.6M | $44.1M | 6 | 0 |
| Jan 2022 | $381.6M | $337.6M | $44.1M | 6 | 0 |
| Aug 2021 | $357.5M | $310.5M | $47.1M | 6 | 0 |
| Feb 2021 | $276.9M | $240.8M | $36.1M | 6 | 0 |
| Nov 2020 | $0 | $0 | $0 | 6 | 0 |
DateDec 2025
Total AUM$514.2M
Discretionary$472.8M
Non-Disc.$41.5M
Employees7
Clients0
DateJul 2025
Total AUM$514.2M
Discretionary$472.8M
Non-Disc.$41.5M
Employees7
Clients0
DateMay 2025
Total AUM$514.2M
Discretionary$472.8M
Non-Disc.$41.5M
Employees7
Clients0
DateFeb 2025
Total AUM$514.2M
Discretionary$472.8M
Non-Disc.$41.5M
Employees7
Clients0
DateOct 2024
Total AUM$442M
Discretionary$405.1M
Non-Disc.$36.9M
Employees9
Clients0
DateAug 2024
Total AUM$442M
Discretionary$405.1M
Non-Disc.$36.9M
Employees8
Clients0
DateMar 2024
Total AUM$442M
Discretionary$405.1M
Non-Disc.$36.9M
Employees7
Clients0
DateDec 2023
Total AUM$357.3M
Discretionary$320.5M
Non-Disc.$36.8M
Employees6
Clients0
DateDec 2023
Total AUM$357.3M
Discretionary$320.5M
Non-Disc.$36.8M
Employees7
Clients0
DateAug 2023
Total AUM$357.3M
Discretionary$320.5M
Non-Disc.$36.8M
Employees7
Clients0
DateFeb 2023
Total AUM$357.3M
Discretionary$320.5M
Non-Disc.$36.8M
Employees7
Clients0
DateDec 2022
Total AUM$381.6M
Discretionary$337.6M
Non-Disc.$44.1M
Employees6
Clients0
DateJan 2022
Total AUM$381.6M
Discretionary$337.6M
Non-Disc.$44.1M
Employees6
Clients0
DateAug 2021
Total AUM$357.5M
Discretionary$310.5M
Non-Disc.$47.1M
Employees6
Clients0
DateFeb 2021
Total AUM$276.9M
Discretionary$240.8M
Non-Disc.$36.1M
Employees6
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0