Wealthpro, LLC
● SEC registered since 2004CRD 127907SEC# 801-63064
Reg. AUM
$52.4M
Employees
2
Accounts
315
Location
—
Wealthpro, LLC assets under management
Wealthpro, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2004. It reports $52.4 million in regulatory assets under management and employs 2 people.
Wealthpro, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Neal Jay Solomon Control | Managing Member & Chief Compliance Officer | Over 75% | 2003 |
| Robin Mara Solomon Control | Manager | Under 5% | 2003 |
Frequently asked questions
How much does Wealthpro, LLC manage?
Wealthpro, LLC reports $52.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealthpro, LLC have?
Wealthpro, LLC reports 2 employees.
Does Wealthpro, LLC disclose fund performance?
Wealthpro, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 518-725-6111 |
| Fax | 518-725-4042 |
| Office hours | 9:30a.m.-4:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$52.4M▲ 9%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$52.4Mregulatory AUM
Discretionary $0Non-discretionary $52.4M