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WEALTH ADVISORS OF TAMPA BAY
WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724 · SEC 801-74575
777 SOUTH HARBOUR ISLAND BOULEVARD, SUITE 370, TAMPA, FL, 33602, United States
Phone
813-642-7730
Fax
813-489-6800
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$456.8M
Discretionary AUM
$456.8M
Team
8 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $31.4M |
| High net worth individuals | 99 | $412.7M |
States served
CA, NC, OH, WI, TX, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/FENNGILESCFP
- HTTPS://WWW.LINKEDIN.COM/IN/FENNGILES
- https://www.linkedin.com/in/kim-oliver-7147a55b/
- https://www.linkedin.com/in/ryan-chard/
- https://www.linkedin.com/in/maxwell-king-mk45/
- https://www.linkedin.com/in/emma-borchert-0810/
- HTTPS://WWW.FACEBOOK.COM/WEALTHADVTB/
- https://x.com/WEALTHADVTB
- HTTP://WWW.WEALTHADVTB.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/WEALTH-ADVISORS-OF-TAMPA-BAY
Official SEC filing: View on IAPD