UNIVERSAL FINANCIAL ADVISORS, LLC
CRD #318392 SEC #801-124991 ST. LOUIS, MO 314-721-5522
SEC Registered
Total AUM
$251.1M
Discretionary
$251.1M
Employees
6
Clients
10
Accounts
647
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $251.1M | $251.1M | $0 | 6 | 0 |
| Apr 2025 | $251.1M | $251.1M | $0 | 6 | 0 |
| Dec 2024 | $202.1M | $202.1M | $0 | 5 | 0 |
| Jun 2024 | $202.1M | $202.1M | $0 | 6 | 0 |
| Mar 2024 | $202.1M | $202.1M | $0 | 6 | 0 |
| Sep 2023 | $182.3M | $182.3M | $0 | 5 | 0 |
| Apr 2023 | $182.3M | $182.3M | $0 | 5 | 0 |
| Oct 2022 | $180M | $162.9M | $17.1M | 5 | 0 |
| Sep 2022 | $180M | $162.9M | $17.1M | 5 | 0 |
| Aug 2022 | $0 | $0 | $0 | 5 | 0 |
| Apr 2022 | $0 | $0 | $0 | 6 | 0 |
| Apr 2022 | $0 | $0 | $0 | 6 | 0 |
DateApr 2025
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$180M
Discretionary$162.9M
Non-Disc.$17.1M
Employees5
Clients0
DateSep 2022
Total AUM$180M
Discretionary$162.9M
Non-Disc.$17.1M
Employees5
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0