WEALTH PRO ADVISORS, INC.
Adviser information for WEALTH PRO ADVISORS, INC. last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 313 | $215.0M |
| Non-Discretionary | 96 | $58.1M |
| Total | 409 | $273.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 82 | $101.8M |
| HNW Individuals | 116 | $171.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-117862 |
|---|---|
| SEC ERA File Number | 801-117862 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169266 |
| Legal Entity Identifier | None |
Principal Office
2381 FRUITVILLE ROADSARASOTA
FL
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 941-907-2203, Fax: None
Websites
Chief Compliance Officer
DAVID G. SZABO
PRESIDENT
2381 FRUITVILLE ROAD
SARASOTA
FL
United States
Tel:
(941) 907-2203
D***@*********Z
(Full email address available in API data)
Regulatory Contact
LAURA BOOTH
OPERATION MANAGER
2381 FRUITVILLE ROAD
SARASOTA
FL
United States
Tel:
(941) 907-2203
L****@*********Z
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SZABO, DAVID, GEORGE | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 03/2009 | > 75% |