WEALTH PRO ADVISORS, INC.
CRD #169266 SEC #801-117862 SARASOTA, FL 941-907-2203
SEC Registered
Total AUM
$307.7M
Discretionary
$247.1M
Employees
4
Clients
0
Accounts
396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $307.7M | $247.1M | $60.6M | 4 | 0 |
| Mar 2024 | $273.1M | $215M | $58.1M | 4 | 0 |
| Mar 2023 | $231.3M | $178.6M | $52.7M | 4 | 0 |
| Mar 2022 | $222.5M | $174.4M | $48.1M | 4 | 0 |
| Mar 2021 | $180.7M | $143.5M | $37.2M | 4 | 0 |
| Sep 2020 | $156M | $125M | $31M | 3 | 0 |
| Jun 2020 | $156M | $125M | $31M | 3 | 0 |
| Apr 2020 | $156M | $125M | $31M | 3 | 0 |
DateMar 2025
Total AUM$307.7M
Discretionary$247.1M
Non-Disc.$60.6M
Employees4
Clients0
DateMar 2024
Total AUM$273.1M
Discretionary$215M
Non-Disc.$58.1M
Employees4
Clients0
DateMar 2023
Total AUM$231.3M
Discretionary$178.6M
Non-Disc.$52.7M
Employees4
Clients0
DateMar 2022
Total AUM$222.5M
Discretionary$174.4M
Non-Disc.$48.1M
Employees4
Clients0
DateMar 2021
Total AUM$180.7M
Discretionary$143.5M
Non-Disc.$37.2M
Employees4
Clients0
DateSep 2020
Total AUM$156M
Discretionary$125M
Non-Disc.$31M
Employees3
Clients0
DateJun 2020
Total AUM$156M
Discretionary$125M
Non-Disc.$31M
Employees3
Clients0
DateApr 2020
Total AUM$156M
Discretionary$125M
Non-Disc.$31M
Employees3
Clients0