Wealth Pro Advisors, Inc.
● SEC registered since 2020CRD 169266SEC# 801-117862Sarasota, FL
Reg. AUM
$317.5M
Employees
6
Accounts
407
Location
Sarasota, FL
Wealth Pro Advisors, Inc. assets under management
Wealth Pro Advisors, Inc. operates as an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2020. It reports $317.5 million in regulatory assets under management and employs 6 people.
Wealth Pro Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David George Szabo Control | President And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Wealth Pro Advisors, Inc. manage?
Wealth Pro Advisors, Inc. reports $317.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Pro Advisors, Inc. have?
Wealth Pro Advisors, Inc. reports 6 employees.
Where is Wealth Pro Advisors, Inc. located?
Wealth Pro Advisors, Inc. is based in Sarasota, FL and has been SEC-registered since 2020.
Does Wealth Pro Advisors, Inc. disclose fund performance?
Wealth Pro Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2381 Fruitville Road, Sarasota, FL 34237 |
| Phone | 941-907-2203 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.5M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$317.5Mregulatory AUM
Discretionary $262.5MNon-discretionary $54.9M