Wealth Advisors of Tampa Bay LLC
● SEC registered since 2012CRD 162724SEC# 801-74575Tampa, FL
Reg. AUM
$456.8M
Employees
8
Accounts
401
Location
Tampa, FL
Wealth Advisors of Tampa Bay LLC assets under management
Wealth Advisors of Tampa Bay LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2012. It reports $456.8 million in regulatory assets under management and employs 8 people.
Wealth Advisors of Tampa Bay LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Fenn Giles Control | Managing Partner | Over 75% | 2024 |
| Robert Fenn Giles Control | Managing Partner & Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Wealth Advisors of Tampa Bay LLC manage?
Wealth Advisors of Tampa Bay LLC reports $456.8 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Advisors of Tampa Bay LLC have?
Wealth Advisors of Tampa Bay LLC reports 8 employees.
Where is Wealth Advisors of Tampa Bay LLC located?
Wealth Advisors of Tampa Bay LLC is based in Tampa, FL and has been SEC-registered since 2012.
Does Wealth Advisors of Tampa Bay LLC disclose fund performance?
Wealth Advisors of Tampa Bay LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602 |
| Phone | 813-642-7730 |
| Fax | 813-489-6800 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1715228 |
| Discloses disciplinary history | No |
Regulatory AUM
$456.8M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$456.8Mregulatory AUM
Discretionary $456.8M