WEALTH ADVISORS OF TAMPA BAY
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 162724
- Registered since
- April 9, 2012
- Website
- www.wealthadvtb.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.36%
- Individuals6.88%
- Pension & Profit Sharing Plans1.65%
- Corporations / Businesses0.63%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Advisors Of Tampa Bay is an independent, individual-owned registered investment adviser that began SEC registration in 2012. The firm serves individual and family clients and functions as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third-party advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- State & Local Bonds2%
Contacts
3 of 4KIMBERLY OLIVER
Operations ManagerCRD 3266756
ROBERT GILES
Managing PartnerCRD 2472573
RYAN CHARD
Wealth AdvisorCRD 5836156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$51.3M in ETFs
40%
$20.4M
58%
$30.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $11.8M | 232,936 | 23.00% |
Location
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 777 S Harbour Island Blvd
- Time zone
- ET (UTC-5)
- Office locations
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