Hedge Fund Database

WEALTH ADVISORS OF TAMPA BAY

WEALTH ADVISORS OF TAMPA BAY LLC Legal Name

Adviser information for WEALTH ADVISORS OF TAMPA BAY last updated from Form ADV on March 7th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 367 $346.1M
Non-Discretionary 0 $0
Total 367 $346.1M

Clients

Type Number RAUM
Individuals 129 $30.1M
HNW Individuals 82 $304.2M
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 <5 $8.3M
Charitable organizations <5 $1.8M
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 <5 $1.7M
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 clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 1.8M
Portfolio Manager 0
Both for Same 344.3M
Portfolio Manager to Program Sponsor
WEALTH ADVISORS OF TAMPA BAY WRAP PROGRAM WEALTH ADVISORS OF TAMPA BAY

Identifiers

SEC RIA File Number 801-74575
SEC ERA File Number 801-74575
SEC CIK Numbers 1715228
SEC CRD Numbers 162724
Legal Entity Identifier None

Principal Office

777 SOUTH HARBOUR ISLAND BOULEVARD
SUITE 370
TAMPA
FL
United States
Monday - Friday, 8AM - 5PM
Tel: 813-642-7730, Fax: 813-489-6800

Websites

www.linkedin.com/in/fenngiles www.linkedin.com/in/kim-oliver-7147a55b/ www.linkedin.com/in/ryan-chard/ www.linkedin.com/in/maxwell-king-mk45/ www.linkedin.com/in/emma-borchert-0810/ www.facebook.com/wealthadvtb/ twitter.com/wealthadvtb www.wealthadvtb.com www.linkedin.com/company/wealth-advisors-of-tampa-bay www.linkedin.com/in/fenngilescfp

Chief Compliance Officer

ROBERT FENN GILES, JR.
PRESIDENT, MANAGING PARTNER
777 SOUTH HARBOUR ISLAND BOULEVARD
SUITE 370
TAMPA
FL
United States
Tel: 813-642-7735
Fax: 813-489-6800
(Full email address available in API data)

Regulatory Contact

KIMBERLY OLIVER
OPERATIONS MANAGER
777 SOUTH HARBOUR ISLAND BLVD., STE 370
TAMPA
FL
United States
Tel: 813-642-7728
(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
GILES, ROBERT, FENN Individual – MANAGING PARTNER & CHIEF COMPLIANCE OFFICER 02/2024 50-75%
GILES, ROBERT, FENN Individual – MANAGING PARTNER 02/2024 25-50%

No. Employees, Historic

105020192020202120222023202420256 on 6/5/20196 on 10/22/20196 on 10/23/20196 on 3/5/20206 on 4/28/20206 on 6/11/20206 on 6/18/20206 on 3/8/20215 on 3/14/20225 on 10/17/20227 on 3/21/20237 on 3/7/2024

RAUM, Historic

400M200M02019202020212022202320242025258980021 on 6/5/2019258980021 on 10/22/2019258980021 on 10/23/2019237795088 on 3/5/2020237795088 on 4/28/2020237795088 on 6/11/2020237795088 on 6/18/2020276142704 on 3/8/2021344948235 on 3/14/2022344948235 on 10/17/2022299076704 on 3/21/2023346096102 on 3/7/2024

No. Clients, Historic

50025002019202020212022202320242025421 on 6/5/2019421 on 10/22/2019421 on 10/23/2019156 on 3/5/2020156 on 4/28/2020156 on 6/11/2020156 on 6/18/2020179 on 3/8/2021184 on 3/14/2022184 on 10/17/2022204 on 3/21/2023211 on 3/7/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 1M 11K –
ADOBE INC COM 3M 5K –
ALPHABET INC CAP STK CL A 6M 33K –
AMAZON COM INC COM 7M 35K –
AMGEN INC COM 444K 1K –
ANALOG DEVICES INC COM 6M 27K –
APPLE INC COM 10M 49K –
AT&T INC COM 4M 191K –
BANK NEW YORK MELLON CORP COM 4M 71K –
BCE INC COM NEW 1M 36K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BEST BUY INC COM 4M 45K –
BRISTOL-MYERS SQUIBB CO COM 3M 72K –
BROADCOM INC COM 12M 7K –
CAPITAL ONE FINL CORP COM 1M 10K –
CBOE GLOBAL MKTS INC COM 2M 11K –
CISCO SYS INC COM 4M 85K –
COMCAST CORP NEW CL A 4M 108K –
CONAGRA BRANDS INC COM 2M 67K –
CORNING INC COM 5M 124K –
CROWDSTRIKE HLDGS INC CL A 1M 3K –
CVS HEALTH CORP COM 1M 25K –
DEXCOM INC COM 2M 15K –
DISNEY WALT CO COM 370K 4K –
DUFF & PHELPS UTLITY AND INF COM 315K 32K –
EATON VANCE TAX MNGED BUY WR COM 197K 14K –
ELECTRONIC ARTS INC COM 4M 26K –
ENBRIDGE INC COM 1M 32K –
ENTERGY CORP NEW COM 4M 36K –
EXPEDIA GROUP INC COM NEW 2M 14K –
EXXON MOBIL CORP COM 974K 8K –
GARMIN LTD SHS 4M 26K –
GENERAL DYNAMICS CORP COM 2M 8K –
GENERATION INCOME PPTYS INC *W EXP 99/99/999 15K 50K –
GENERATION INCOME PPTYS INC COM NEW 205K 50K –
GOLDMAN SACHS GROUP INC COM 5M 12K –
HASBRO INC COM 3M 49K –
HERSHEY CO COM 361K 2K –
HOME DEPOT INC COM 4M 12K –
ISHARES TR CORE S&P500 ETF 950K 2K –
ISHARES TR CORE US AGGBD ET 222K 2K –
ISHARES TR EXPANDED TECH 290K 3K –
ISHARES TR GLOBAL MATER ETF 2M 23K –
ISHARES TR RUSSELL 2000 ETF 244K 1K –
J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR 4M 82K –
KRAFT HEINZ CO COM 2M 76K –
LABCORP HOLDINGS INC COM SHS 2M 8K –
LOCKHEED MARTIN CORP COM 2M 5K –
LULULEMON ATHLETICA INC COM 967K 3K –
MCDONALDS CORP COM 4M 17K –
MEDTRONIC PLC SHS 3M 40K –
MICROCHIP TECHNOLOGY INC. COM 3M 32K –
MICRON TECHNOLOGY INC COM 263K 2K –
MICROSOFT CORP COM 9M 21K –
MPLX LP COM UNIT REP LTD 209K 5K –
NEXTERA ENERGY INC COM 1M 19K –
NUVEEN AMT FREE MUN CR INC F COM 1M 116K –
NUVEEN QUALITY MUNCP INCOME COM 1M 116K –
PAYPAL HLDGS INC COM 757K 13K –
PEPSICO INC COM 1M 7K –
PFIZER INC COM 4M 144K –
PNC FINL SVCS GROUP INC COM 3M 17K –
PROCTER AND GAMBLE CO COM 283K 2K –
RTX CORPORATION COM 3M 31K –
SALESFORCE INC COM 5M 18K –
SELECT SECTOR SPDR TR RL EST SEL SEC 989K 26K –
SELECT SECTOR SPDR TR SBI MATERIALS 2M 25K –
SERVICENOW INC COM 1M 2K –
SHERWIN WILLIAMS CO COM 895K 3K –
SPDR SER TR S&P 600 SMCP VAL 2M 29K –
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 256K 13K –
TELUS CORPORATION COM 4M 256K –
THE CIGNA GROUP COM 1M 4K –
TOTALENERGIES SE SPONSORED ADS 5M 73K –
TRUIST FINL CORP COM 870K 22K –
UBER TECHNOLOGIES INC COM 2M 30K –
VALLEY NATL BANCORP COM 112K 16K –
VERIZON COMMUNICATIONS INC COM 4M 91K –
WALGREENS BOOTS ALLIANCE INC COM 1M 88K –
WALMART INC COM 7M 107K –
WASTE MGMT INC DEL COM 7M 34K –