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Wealth Advisors of Tampa Bay LLC

● SEC registered since 2012CRD 162724SEC# 801-74575Tampa, FL
Export (members)
Reg. AUM
$400.8M
Employees
7
Accounts
381
Location
Tampa, FL

Wealth Advisors of Tampa Bay LLC assets under management

Wealth Advisors of Tampa Bay LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2012. It reports $400.8 million in regulatory assets under management and employs 7 people.
www.linkedin.com/in/fenngilescfpView on SEC.gov ↗

Wealth Advisors of Tampa Bay LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert Fenn Giles ControlManaging PartnerOver 75%2024
Robert Fenn Giles ControlManaging Partner & Chief Compliance Officer25-50%2024

Frequently asked questions

How much does Wealth Advisors of Tampa Bay LLC manage?

Wealth Advisors of Tampa Bay LLC reports $400.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Advisors of Tampa Bay LLC have?

Wealth Advisors of Tampa Bay LLC reports 7 employees.

Where is Wealth Advisors of Tampa Bay LLC located?

Wealth Advisors of Tampa Bay LLC is based in Tampa, FL and has been SEC-registered since 2012.

Does Wealth Advisors of Tampa Bay LLC disclose fund performance?

Wealth Advisors of Tampa Bay LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602
Phone813-642-7730
Fax813-489-6800
Office hours8a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
CIK1715228
Discloses disciplinary historyNo

Assets under management

Discretionary$400.8M
Non-discretionary$0
Total (RAUM)$400.8M