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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Advisors of Tampa Bay LLC
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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001715228 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 16.3 | ||
| Microsoft Corp | 10.3 | ||
| Wal Mart Stores Inc | 8.9 | ||
| Apple Inc | 8.8 | ||
| Goldman Sachs Group Inc | 8.1 | ||
| Amazon Com Inc | 7.7 | ||
| Waste Management Inc | 7.1 | ||
| Analog Devices Inc | 7.0 | ||
| Corning Inc /NY | 6.5 | ||
| Bank of New York Mellon Corp | 5.9 | ||
| Entergy Corp /DE/ | 5.9 | ||
| Alphabet Inc | 5.8 | ||
| Garmin Ltd | 5.6 | ||
| McDonalds Corp | 5.2 | ||
| AT&T Inc | 5.1 | ||
| Verizon Communications Inc | 4.9 | ||
| Home Depot Inc | 4.7 | ||
| Telus Corp | 4.5 | ||
| United Technologies Corp /DE/ | 4.4 | ||
| PNC Financial Services Group Inc | 4.3 | ||
| Cisco Systems Inc | 4.3 | ||
| Salesforce Com Inc | 4.3 | ||
| Comcast Corp | 4.0 | ||
| Electronic Arts Inc | 3.9 | ||
| Lockheed Martin Corp | 3.9 | ||
| Nvidia Corp | 3.8 | ||
| Chevron Corp | 3.8 | ||
| Medtronic Holdings Ltd | 3.8 | ||
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| AUM Breakdown | Accounts | AUM ($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
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|
GA | 0.4 |
|
Accretive Wealth Partners LLC
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|
NJ | 0.4 |
|
WealthEdge Investment Advisors LLC
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|
NY | 0.4 |
|
Thayer Partners LLC
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|
0.4 | |
|
Objectivity Squared LLC
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|
SC | 0.4 |
|
Roth Financial Partners LLC
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|
TX | 0.4 |
|
Seascape Capital Management LLC
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|
NH | 0.4 |
|
Abel Hall LLC
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|
LA | 0.4 |
|
Pitzl Financial LLC
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|
MN | 0.4 |
|
Measured Risk Portfolios Inc
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|
CA | 0.4 |