Wealth Pro Advisors, Inc.
Wealth Pro Advisors, Inc. is an SEC-registered wealth manager in Sarasota, FL with $317.5M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Wealth Pro Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169266, SEC 801-117862, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $317.5M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Sarasota, FL
- Employees
- 6
- Clients
- 212
- CRD
- 169266
- Ownership
- SZABO, DAVID, GEORGE
How much AUM does Wealth Pro Advisors, Inc. have?
Wealth Pro Advisors, Inc. reported $317.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Wealth Pro Advisors, Inc.?
Disclosed owners and executives of Wealth Pro Advisors, Inc. include SZABO, DAVID, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.