|
⚲
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| Wealth Pro Advisors Inc
✚
| |
|---|---|
| CRD # | 169266 |
| SEC # | 801-117862 |
| CIK # | |
| AUM | $273.1 MM (2024-03-18) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 941-907-2203 |
| Address | 2381 Fruitville Road Sarasota, FL 34237 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 101.8 |
| (b) Individuals (high net worth individuals) | 116 | 171.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 273.1 |
| By Discretionary | ||
| Discretionary | 313 | 215.0 |
| Non-Discretionary | 96 | 58.1 |
| Total | 409 | 273.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.1 | |
| Total | 409 | 273.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Life Planning Partners Inc
✚
|
FL | 0.3 |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
Vista Investment Management LLC
✚
|
PA | 0.3 |
|
The Eideard Group LLC
✚
|
NH | 0.3 |
|
Two Point Capital Management Inc
✚
|
NY | 0.3 |
|
RFG Holdings Inc
✚
|
TX | 0.3 |
|
Cosner Financial Group LLC
✚
|
CO | 0.3 |
|
Owen Larue LLC
✚
|
KY | 0.3 |
|
Brooklyn Investment Group LLC
✚
|
NY | 0.3 |
|
Alliance Wealth Strategies LLC
✚
|
VA | 0.3 |