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Wealth Advisors of Tampa Bay LLC
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CRD # | 162724 |
SEC # | 801-74575 |
CIK # | 0001715228 |
AUM | $346.1 MM (2024-03-07) |
Employees | 7 (57% Investors, 71% Brokers) |
Phone | 813-642-7730 |
Address | 777 South Harbour Island Boulevard Tampa, FL 33602 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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AVGO | 201,282.9 | 11.9 | |
AAPL | 2,382,844.0 | 10.4 | |
MSFT | 1,918,222.4 | 9.2 | |
WM | 61,816.0 | 7.3 | |
WMT | 335,434.5 | 7.3 | |
AMZN | 1,092,997.8 | 6.8 | |
ADI | 77,186.0 | 6.1 | |
GOOGL | 1,475,138.5 | 6.1 | |
GS | 102,858.9 | 5.2 | |
TTE | 138,067.2 | 4.9 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 129 | 30.1 |
(b) Individuals (high net worth individuals) | 82 | 304.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 8.3 |
(h) Charitable organizations | 0 | 1.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 1.7 |
(n) Other | 0 | 0.0 |
Total | 367 | 346.1 |
By Discretionary | ||
Discretionary | 367 | 346.1 |
Non-Discretionary | 0 | 0.0 |
Total | 367 | 346.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 346.1 | |
Total | 367 | 346.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001715228] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Virtera Partners LLC
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OH | 0.3 |
Plan Group Financial Inc
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|
OK | 0.3 |
Trellis Wealth Advisors LLC
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|
CA | 0.3 |
Elevatus Wealth Management LLC
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|
NY | 0.3 |
Baldwin & Clarke Advisory Services LLC
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|
NH | 0.3 |
Newton One Investments LLC
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|
DE | 0.3 |
Morgan Dempsey Capital Management LLC
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|
WI | 0.3 |
Websterrogers Financial Advisors LLC
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|
SC | 0.3 |
Mark J Snyder Financial Services Inc
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|
NY | 0.3 |
Instrumental Wealth LLC
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|
FL | 0.3 |