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WEALTH PRO ADVISORS, INC.

UUID394e8258-c47d-5a03-8d01-3436def42867
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 169266 169266 1.0
sec_file_number 801-117862 801-117862

Profile

WebsiteHTTPS://WWW.WPAINC.BIZ/
HQ CitySARASOTA
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)307,734,000.0
  • RAUM (discretionary)247,099,000.0
  • Actionable assets197,065,000.0
  • Accounts396.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM197,065,000.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.