RIA Intel›Advisers›Florida›BDO WEALTH ADVISORS, LLC

BDO WEALTH ADVISORS, LLC

Advisory

N·JACKSONVILLE, FL

Data as of Jul 31, 2023 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

+7.4%

3-Year CAGR

+25.9%

Employees

27

Assets Under Management

Total AUM$3.0B

Discretionary AUM$2.2B

Non-Discretionary AUM$801M

Discretionary %73.4%

Total Clients—

Team

Total Employees27

Investment Advisers43

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingAug 18, 2016

Latest FilingJul 31, 2023

🔒 Full AUM trend chart and 25 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BDO WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.