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Wealth Pro Advisors, Inc.

● SEC registered since 2020CRD 169266SEC# 801-117862Sarasota, FL
Export (members)
Reg. AUM
$307.7M
Employees
4
Accounts
396
Location
Sarasota, FL

Wealth Pro Advisors, Inc. assets under management

Wealth Pro Advisors, Inc. operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2020. It reports $307.7 million in regulatory assets under management and employs 4 people.
www.wpainc.bizView on SEC.gov ↗

Wealth Pro Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David George Szabo ControlPresident And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Wealth Pro Advisors, Inc. manage?

Wealth Pro Advisors, Inc. reports $307.7 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Pro Advisors, Inc. have?

Wealth Pro Advisors, Inc. reports 4 employees.

Where is Wealth Pro Advisors, Inc. located?

Wealth Pro Advisors, Inc. is based in Sarasota, FL and has been SEC-registered since 2020.

Does Wealth Pro Advisors, Inc. disclose fund performance?

Wealth Pro Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2381 Fruitville Road, Sarasota, FL 34237
Phone941-907-2203
Office hours8:30 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$247.1M
Non-discretionary$60.6M
Total (RAUM)$307.7M