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, SEC-registered RIA formed in 2012 and organized as an LLC. The firm serves individual and family clients and operates as a capital allocator—meaning it constructs portfolios using both in-house management and third‑party managers. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not an active ESG investor and is not registered 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 4
Kimberly 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 22Active vs passive
$49.6M in ETFs
43%
$21.3M
55%
$28.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN LIMITED DURATION BOND ETF (JPLD) | JP Morgan | Active | Short Term Bond | $10M | 192,111 | 20.22% |
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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