Wealthpro LLC

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Assets, Funds, Holdings

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Wealthpro LLC
CRD #127907
SEC #801-63064
CIK #
AUM $44.3 MM (2024-03-29)
Employees 3 (33% Investors, 67% Brokers)
Phone518-725-6111
Address15 First Avenue
Gloversville, NY 12078
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
504030201002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 94 42.6
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 1.7
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 297 44.3
By Discretionary
Discretionary 0 0.0
Non-Discretionary 297 44.3
Total 297 44.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 44.3
Total 297 44.3
Comparable Firms State AUM ($BB)
Mount Murray Investment Inc
0.0
Hudson View Advisors LLC
NY 0.0
NorthStar Financial Advisors LLC
NY 0.0
Ancora West Advisors LLC
NV 0.0
API Financial Advisors LLC
FL 0.0
Target Rock Wealth Management LLC
NY 0.0
Kane Financial LLC
NY 0.0
MINT Asset Management LLC
NJ 0.0
Alexander Beard USA Inc
0.0
MW Investment Strategy
CA 0.0
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