OWLFI RIA LLC
Legal name: OWLFI
CRD #311854 SEC #801-122910 LENEXA, KS 913-441-8380
SEC Registered
Total AUM
$117.6M
Discretionary
$117.6M
Employees
17
Clients
101
Accounts
667
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $125.1M | $125.1M | $0 | 17 | 0 |
| Dec 2023 | $117.6M | $117.6M | $0 | 17 | 0 |
| Nov 2023 | $117.6M | $117.6M | $0 | 17 | 0 |
| Oct 2023 | $117.6M | $117.6M | $0 | 17 | 0 |
| Apr 2023 | $117.6M | $117.6M | $0 | 17 | 0 |
| Mar 2023 | $117.6M | $117.6M | $0 | 17 | 0 |
| Aug 2022 | $90.5M | $90.5M | $0 | 15 | 0 |
| Jun 2022 | $90.5M | $90.5M | $0 | 15 | 0 |
| May 2022 | $90.5M | $90.5M | $0 | 15 | 0 |
| Mar 2022 | $90.5M | $90.5M | $0 | 15 | 0 |
| Feb 2022 | $100M | $100M | $0 | 3 | 0 |
| Dec 2021 | $100M | $100M | $0 | 3 | 0 |
| Nov 2021 | $100M | $100M | $0 | 3 | 0 |
DateMar 2024
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees17
Clients0
DateDec 2023
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees17
Clients0
DateNov 2023
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees17
Clients0
DateOct 2023
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees17
Clients0
DateApr 2023
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees17
Clients0
DateAug 2022
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees15
Clients0
DateJun 2022
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees15
Clients0
DateMay 2022
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees15
Clients0
DateFeb 2022
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients0