Investment adviser · CRD 222525

BDO WEALTH ADVISORS, LLC

Investment adviser filing (IA)

JACKSONVILLE, FL, United States · Form ADV filed Jul 31, 2023

Regulatory AUM
$3.01B
Form ADV · Item 5.F
Client accounts
4,125
Accounts, not individual clients
Employees
43
Reported in this filing
Advisory professionals
27
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals678$2,258,484,60275.0%
Corporations & businesses28$602,262,56120.0%
Individuals773$120,452,5124.0%
Charities10$30,113,1281.0%
Filing source

Form ADV 1778127 · Jul 31, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 31, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1301 RIVERPLACE BLVD., SUITE 900
JACKSONVILLE, FL, 32207, United States

CRD 222525

Filing source

Form ADV 1778127 · Jul 31, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.