WEALTH PRO ADVISORS, INC.

2381 Fruitville Road
Sarasota, Florida 34237
Tel: 941-907-2203

About WEALTH PRO ADVISORS, INC.

WEALTH PRO ADVISORS, INC, formally registered with the SEC as WEALTH PRO ADVISORS, INC. The firm was established in 01/02/2020. They have over 1 offices throughout the country.

WEALTH PRO ADVISORS, INC. is a Sarasota, Florida based Financial Planning firm with nearly $273,136,000 assets under management, offering retirement planning & investment advisory services to 409 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169266
SEC#	801-117862
Assets Managed by Firm	$273,136,000
No. of Clients	409
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	409	$273,136,000
Individuals (other than high net worth individuals)	82	$101,775,000
High net worth individuals	116	$171,361,000

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