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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Pro Advisors Inc
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|---|---|
| CRD # | 169266 |
| SEC # | 801-117862 |
| CIK # | |
| AUM | $307.7 M (2025-03-26) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 941-907-2203 |
| Address | 2381 Fruitville Road Sarasota, FL 34237 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 110.7 |
| (b) Individuals (high net worth individuals) | 120 | 197.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 307.7 |
| By Discretionary | ||
| Discretionary | 311 | 247.1 |
| Non-Discretionary | 85 | 60.6 |
| Total | 396 | 307.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.7 | |
| Total | 396 | 307.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quad City Investment Advisors LLC
✚
|
IL | 0.3 |
|
Highland Investment Advisors LLC
✚
|
FL | 0.3 |
|
Conservative Wealth Management LLC
✚
|
0.3 | |
|
The Darrow Company Inc
✚
|
MA | 0.3 |
|
PW Nova Financial Services LLC
✚
|
PA | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Stonecrest Wealth Management Inc
✚
|
AZ | 0.3 |
|
Wealth Benefit Advisors LLC
✚
|
TX | 0.3 |
|
Everest Management Corp
✚
|
CA | 0.3 |
|
Buttonwood Wealth LLC
✚
|
VA | 0.3 |