Wealth Advisors of Tampa Bay LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Wealth Advisors of Tampa Bay LLC
CRD #162724
SEC #801-74575
CIK #1715228
AUM $259.0 MM (100% Disc, 100% US)
Employees6 (100% Investors, 83% Brokers)
Phone813-642-7730
Address777 South Harbour Island Boulevard
Tampa, FL 33602
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
WM 42,310.0 4.9
GE 86,180.0 4.9
ABBV 115,170.0 4.7
OXY 47,880.0 4.7
JNJ 369,000.0 4.7
F 34,260.0 4.6
T 220,140.0 4.6
QCOM 65,780.0 4.6
PG 249,110.0 4.4
LLY -0.0 4.3
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Loyola Asset Management LLC
FL
0.3
CCG Wealth Management LLC
CA
0.3
Fischer Financial Services Inc
PA
0.3
Ramsey Quantitative Systems Inc
KY
0.3
Smithbridge Asset Management Inc
PA
0.3
Georgina Asset Management LLC
CA
0.3
Gintel Asset Management Inc
CT
0.3
Shobe & Associates Inc
LA
0.3
Financial Life Focus LLC
NJ
0.3
White Pine Investment Co
MI
0.3