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Wealthpro, LLC

● SEC registered since 2004CRD 127907SEC# 801-63064
Export (members)
Reg. AUM
$48.1M
Employees
2
Accounts
313
Location

Wealthpro, LLC assets under management

Wealthpro, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2004. It reports $48.1 million in regulatory assets under management and employs 2 people.

Wealthpro, LLC owners & executives

2 reported
NameTitleOwnershipSince
Neal Jay Solomon ControlManaging Member & Chief Compliance OfficerOver 75%2003
Robin Mara Solomon ControlManagerUnder 5%2003

Frequently asked questions

How much does Wealthpro, LLC manage?

Wealthpro, LLC reports $48.1 million in regulatory assets under management on its Form ADV.

How many employees does Wealthpro, LLC have?

Wealthpro, LLC reports 2 employees.

Does Wealthpro, LLC disclose fund performance?

Wealthpro, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone518-725-6111
Fax518-725-4042
Office hours9:30a.m.-4:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$48.1M
Total (RAUM)$48.1M