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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 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 |
|---|---|---|---|---|
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SZABO, DAVID, GEORGE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (3)
FL NC NH
Address
2381 FRUITVILLE ROADSARASOTA, FL 34237
United States
Phone: 941-907-2203