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WEALTH PRO ADVISORS, INC.
CRD 169266 · SEC 801-117862
2381 FRUITVILLE ROAD, SARASOTA, FL, 34237, United States
Phone
941-907-2203
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.5M
Discretionary AUM
$262.5M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $111.8M |
| High net worth individuals | 132 | $205.7M |
States served
NC, NH, FL
All web addresses on file
Official SEC filing: View on IAPD