Wealth Advisors of Tampa Bay LLC

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Assets, Funds, Holdings

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Wealth Advisors of Tampa Bay LLC
CRD #162724
SEC #801-74575
CIK #0001715228
AUM $346.1 MM (2024-03-07)
Employees 7 (57% Investors, 71% Brokers)
Phone813-642-7730
Address777 South Harbour Island Boulevard
Tampa, FL 33602
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
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 ($MM)
4503602701809002017201920222025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001715228]
Comparable Firms State AUM ($BB)
Virtera Partners LLC
OH 0.3
Plan Group Financial Inc
OK 0.3
Trellis Wealth Advisors LLC
CA 0.3
Elevatus Wealth Management LLC
NY 0.3
Baldwin & Clarke Advisory Services LLC
NH 0.3
Newton One Investments LLC
DE 0.3
Morgan Dempsey Capital Management LLC
WI 0.3
Websterrogers Financial Advisors LLC
SC 0.3
Mark J Snyder Financial Services Inc
NY 0.3
Instrumental Wealth LLC
FL 0.3
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