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| Wealth Advisors of Tampa Bay LLC
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|---|---|
| CRD # | 162724 |
| SEC # | 801-74575 |
| CIK # | 0001715228 |
| AUM | 456.8 M (2026-03-06) |
| Employees | 8 (38% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-642-7730 |
| Address | 777 South Harbour Island Boulevard Tampa, FL 33602 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001715228 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 17.2 | ||
| Corning Inc /NY | 12.6 | ||
| Microsoft Corp | 11.4 | ||
| Apple Inc | 10.0 | ||
| Wal Mart Stores Inc | 9.9 | ||
| Analog Devices Inc | 9.2 | ||
| Alphabet Inc | 8.5 | ||
| Goldman Sachs Group Inc | 8.5 | ||
| Entergy Corp /DE/ | 7.4 | ||
| Verizon Communications Inc | 7.4 | ||
| Waste Management Inc | 7.1 | ||
| Amazon Com Inc | 6.6 | ||
| Garmin Ltd | 6.4 | ||
| Chevron Corp | 6.0 | ||
| McDonalds Corp | 5.9 | ||
| Hasbro Inc | 5.0 | ||
| PNC Financial Services Group Inc | 5.0 | ||
| AT&T Inc | 4.9 | ||
| United Technologies Corp /DE/ | 4.9 | ||
| Best Buy Co Inc | 4.8 | ||
| Lockheed Martin Corp | 4.7 | ||
| Cisco Systems Inc | 4.7 | ||
| Bristol Myers Squibb Co | 4.4 | ||
| Nvidia Corp | 4.3 | ||
| Medtronic Holdings Ltd | 4.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 31.4 |
| (b) Individuals (high net worth individuals) | 99 | 412.7 |
| (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 | 7.5 |
| (h) Charitable organizations | 0 | 2.2 |
| (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 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 456.8 |
| By Discretionary | ||
| Discretionary | 401 | 456.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 401 | 456.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.8 | |
| Total | 401 | 456.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001715228] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pursuit Wealth Management LLC
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NC | 457.5 M |
|
Birch Run Investments LLC
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|
PA | 457.5 M |
|
Global Wealth Strategies and Associates LLC
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|
CO | 457.0 M |
|
Smith Financial Investment Advisors Inc
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|
IN | 456.9 M |
|
Moseley Investment Management Inc
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|
FL | 456.8 M |
|
Lucas Group Financial Planners Inc
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|
CA | 456.5 M |
|
AGH Wealth Advisors LLC
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|
KS | 456.3 M |
|
Truenorth Wealth & Impact LLC
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|
MO | 456.2 M |
|
Florida Financial Advisors LLC
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|
FL | 456.1 M |
|
LGT Financial Advisors LLC
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|
TX | 456.1 M |