WEALTH ADVISORS OF TAMPA BAY LLC
Legal name: WEALTH ADVISORS OF TAMPA BAY
CRD #162724 SEC #801-74575 TAMPA, FL 813-642-7730
SEC Registered
Total AUM
$400.8M
Discretionary
$400.8M
Employees
7
Clients
10
Accounts
381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $400.8M | $400.8M | $0 | 7 | 0 |
| Mar 2024 | $346.1M | $346.1M | $0 | 7 | 0 |
| Mar 2023 | $299.1M | $299.1M | $0 | 7 | 0 |
| Oct 2022 | $344.9M | $344.9M | $0 | 5 | 0 |
| Mar 2022 | $344.9M | $344.9M | $0 | 5 | 0 |
| Mar 2021 | $276.1M | $276.1M | $0 | 6 | 0 |
| Jun 2020 | $237.8M | $237.8M | $0 | 6 | 0 |
| Jun 2020 | $237.8M | $237.8M | $0 | 6 | 0 |
| Apr 2020 | $237.8M | $237.8M | $0 | 6 | 0 |
| Mar 2020 | $237.8M | $237.8M | $0 | 6 | 0 |
| Oct 2019 | $259M | $259M | $0 | 6 | 0 |
| Oct 2019 | $259M | $259M | $0 | 6 | 0 |
| Jun 2019 | $259M | $259M | $0 | 6 | 0 |
| Mar 2019 | $259M | $259M | $0 | 6 | 0 |
| Oct 2018 | $272.6M | $272.6M | $0 | 6 | 0 |
| Oct 2018 | $272.6M | $272.6M | $0 | 6 | 0 |
| Sep 2018 | $272.6M | $272.6M | $0 | 6 | 0 |
| Mar 2018 | $272.6M | $272.6M | $0 | 6 | 0 |
| Nov 2017 | $247M | $247M | $0 | 7 | 0 |
| Nov 2017 | $247M | $247M | $0 | 7 | 0 |
| Jan 2017 | $220.8M | $220.8M | $0 | 7 | 218 |
| Feb 2016 | $202.9M | $202.9M | $0 | 6 | 206 |
| Sep 2015 | $205.5M | $205.5M | $0 | 8 | 200 |
| Feb 2015 | $217M | $217M | $0 | 8 | 200 |
| Mar 2014 | $196.7M | $196.7M | $0 | 6 | 200 |
| Jul 2013 | $150.3M | $150.3M | $0 | 7 | 200 |
| Mar 2013 | $150.3M | $150.3M | $0 | 7 | 200 |
| Sep 2012 | $109.9M | $109.9M | $0 | -- | 0 |
| Jul 2012 | $109.9M | $109.9M | $0 | -- | 0 |
| Jun 2012 | $109.9M | $109.9M | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
DateFeb 2025
Total AUM$400.8M
Discretionary$400.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$346.1M
Discretionary$346.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$299.1M
Discretionary$299.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$344.9M
Discretionary$344.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$344.9M
Discretionary$344.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$276.1M
Discretionary$276.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$237.8M
Discretionary$237.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$272.6M
Discretionary$272.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2017
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees7
Clients0
DateJan 2017
Total AUM$220.8M
Discretionary$220.8M
Non-Disc.$0
Employees7
Clients218
DateFeb 2016
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees6
Clients206
DateSep 2015
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees8
Clients200
DateFeb 2015
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees6
Clients200
DateJul 2013
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees7
Clients200
DateSep 2012
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees--
Clients0
DateJul 2012
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0