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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING PARTNER | E | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| GILES, ROBERT, FENN | I | MEMBER | C | Control |
| GILES, ROBERT, FENN | I | MEMBER | C | Control |
| GILES, ROBERT, FENN | I | MANAGING PARTNER | C | Control |
| GILES, ROBERT, FENN | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| MARTIN, ROGER, ALAN | I | MANAGING MEMBER | C | Control |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| GILES, ROBERT, FENN | I | MEMBER | B | |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| NADGLOWSKI, LORI, SUZANNE | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | B | Control |
| GILES, ROBERT, FENN | I | MEMBER | A | |
| GILES, ROBERT, FENN | I | MEMBER | A | |
| GILES, ROBERT, FENN | I | MEMBER | A | |
| GILES, ROBERT, FENN | I | MEMBER | A | |
| GILES, ROBERT, FENN | I | MEMBER | A | |
| GILES, ROBERT, FENN | I | MEMBER | A | |
| GILES, ROBERT, FENN | I | MEMBER | A | |
| GILES, ROBERT, FENN | I | MEMBER | A |
Registrations
Federal
IA
Feb 25, 2025 REGISTERED
Notice Filings (8)
CA FL HI IN NC OH TX WI
Address
777 SOUTH HARBOUR ISLAND BOULEVARDSUITE 370
TAMPA, FL 33602
United States
Phone: 813-642-7730