|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisors of Tampa Bay LLC
✚
|
|
|---|---|
| CRD # | 162724 |
| SEC # | 801-74575 |
| CIK # | 0001715228 |
| AUM | $400.8 M (2025-02-25) |
| Employees | 7 (57% Investors, 71% Brokers) |
| Phone | 813-642-7730 |
| Address | 777 South Harbour Island Boulevard Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 16.3 | ||
| Microsoft Corp | 10.3 | ||
| Wal Mart Stores Inc | 8.9 | ||
| Apple Inc | 8.8 | ||
| Goldman Sachs Group Inc | 8.1 | ||
| Amazon Com Inc | 7.7 | ||
| Waste Management Inc | 7.1 | ||
| Analog Devices Inc | 7.0 | ||
| Corning Inc /NY | 6.5 | ||
| Bank of New York Mellon Corp | 5.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 38.5 |
| (b) Individuals (high net worth individuals) | 86 | 349.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.3 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 381 | 400.8 |
| By Discretionary | ||
| Discretionary | 381 | 400.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 381 | 400.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.8 | |
| Total | 381 | 400.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001715228] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Signature Wealth Management Group LLC
✚
|
GA | 0.4 |
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.4 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.4 |
|
Thayer Partners LLC
✚
|
0.4 | |
|
Objectivity Squared LLC
✚
|
SC | 0.4 |
|
Roth Financial Partners LLC
✚
|
TX | 0.4 |
|
Seascape Capital Management LLC
✚
|
NH | 0.4 |
|
Abel Hall LLC
✚
|
LA | 0.4 |
|
Pitzl Financial LLC
✚
|
MN | 0.4 |
|
Measured Risk Portfolios Inc
✚
|
CA | 0.4 |