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WEALTH ADVISORS OF TAMPA BAY
777 South Harbour Island Boulevard
Suite 370
Tampa, Florida 33602
Tel: 813-642-7730
About WEALTH ADVISORS OF TAMPA BAY
WEALTH ADVISORS OF TAMPA BAY, formally registered with the SEC as WEALTH ADVISORS OF TAMPA BAY. The firm was established in 04/09/2012. They have over 1 offices throughout the country.
WEALTH ADVISORS OF TAMPA BAY is a Tampa, Florida based Financial Planning firm with nearly $400,836,312 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162724 |
| SEC# | 801-74575 |
| Assets Managed by Firm | $400,836,312 |
| No. of Clients | 381 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 381 | $400,836,312 |
| Individuals (other than high net worth individuals) | 155 | $38,464,993 |
| High net worth individuals | 86 | $349,749,336 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,300,457 |
| Charitable organizations | Fewer than 5 clients | $1,923,766 |
| Corporations or other businesses | Fewer than 5 clients | $2,397,760 |
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