ADVUS FINANCIAL PARTNERS, LLC
CRD #311990 SEC #801-120458 WINTER PARK, FL 407-585-1160
SEC Registered
Total AUM
$3.1B
Discretionary
$2.9B
Employees
17
Clients
101
Accounts
1,276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.1B | $2.9B | $152.1M | 17 | 0 |
| Jan 2025 | $2.8B | $2.6B | $175.8M | 18 | 0 |
| Oct 2024 | $2.8B | $2.6B | $175.8M | 18 | 0 |
| Mar 2024 | $2.8B | $2.6B | $175.8M | 18 | 0 |
| Mar 2023 | $2.3B | $2.1B | $153.3M | 18 | 0 |
| Mar 2023 | $2.3B | $2.1B | $153.3M | 18 | 0 |
| Oct 2022 | $2.4B | $2.2B | $153.1M | 15 | 0 |
| Aug 2022 | $2.4B | $2.2B | $153.1M | 15 | 0 |
| Mar 2022 | $4.4B | $2.3B | $2B | 13 | 0 |
| Feb 2022 | $4.2B | $2.3B | $1.9B | 13 | 1 |
| Nov 2021 | $4.2B | $2.3B | $1.9B | 13 | 1 |
| Oct 2021 | $4.2B | $2.3B | $1.9B | 13 | 1 |
| Oct 2021 | $4.2B | $2.3B | $1.9B | 13 | 1 |
| Jun 2021 | $4.2B | $2.3B | $1.9B | 13 | 1 |
| Mar 2021 | $0 | $0 | $0 | 12 | 0 |
| Feb 2021 | $0 | $0 | $0 | 12 | 0 |
DateMar 2025
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$152.1M
Employees17
Clients0
DateJan 2025
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$175.8M
Employees18
Clients0
DateOct 2024
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$175.8M
Employees18
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$175.8M
Employees18
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$153.3M
Employees18
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.1B
Non-Disc.$153.3M
Employees18
Clients0
DateOct 2022
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$153.1M
Employees15
Clients0
DateAug 2022
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$153.1M
Employees15
Clients0
DateMar 2022
Total AUM$4.4B
Discretionary$2.3B
Non-Disc.$2B
Employees13
Clients0
DateFeb 2022
Total AUM$4.2B
Discretionary$2.3B
Non-Disc.$1.9B
Employees13
Clients1
DateNov 2021
Total AUM$4.2B
Discretionary$2.3B
Non-Disc.$1.9B
Employees13
Clients1
DateOct 2021
Total AUM$4.2B
Discretionary$2.3B
Non-Disc.$1.9B
Employees13
Clients1
DateOct 2021
Total AUM$4.2B
Discretionary$2.3B
Non-Disc.$1.9B
Employees13
Clients1
DateJun 2021
Total AUM$4.2B
Discretionary$2.3B
Non-Disc.$1.9B
Employees13
Clients1
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0