Wealth Advisors Of Tampa Bay
Wealth Advisors Of Tampa Bay is an SEC-registered wealth manager in Tampa, FL with $456.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Wealth Advisors Of Tampa Bay: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162724, SEC 801-74575, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $456.8M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Tampa, FL
- Employees
- 8
- Clients
- 225
- CRD
- 162724
- Ownership
- GILES, ROBERT, FENN; MARTIN, ROGER, ALAN; NADGLOWSKI, LORI, SUZANNE
How much AUM does Wealth Advisors Of Tampa Bay have?
Wealth Advisors Of Tampa Bay reported $456.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Wealth Advisors Of Tampa Bay?
Disclosed owners and executives of Wealth Advisors Of Tampa Bay include GILES, ROBERT, FENN, MARTIN, ROGER, ALAN, NADGLOWSKI, LORI, SUZANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.