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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthpro LLC
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|---|---|
| CRD # | 127907 |
| SEC # | 801-63064 |
| CIK # | |
| AUM | $48.1 M (2025-04-01) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 518-725-6111 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 46.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 48.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 313 | 48.1 |
| Total | 313 | 48.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.1 | |
| Total | 313 | 48.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BPM Wealth Advisors LLC
✚
|
CA | 0.0 |
|
Polaris Financial LLC
✚
|
0.0 | |
|
Byron Place Capital Management LLC
✚
|
NJ | 0.0 |
|
Rena Advisors LLC
✚
|
NY | 0.0 |
|
Helianth Investment Management LLC
✚
|
NY | 0.0 |
|
Harmony Wealth Partners LLC
✚
|
MA | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Westpark Capital Inc
✚
|
NY | 0.0 |
|
St James Investment Advisors LLC
✚
|
NY | 0.0 |
|
Aria Wealth Partners LLC
✚
|
VA | 0.0 |