LP Profile

Wealth Pro Advisors

Also known as wealth pro

Wealth ManagerSarasota, United StatesFounded 2013
Sarasota
Headquarters
Investment Focus

About Wealth Pro Advisors

Wealth Pro Advisors is a wealth manager based in Sarasota, US. Founded in 2013.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wealth Pro Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$317.5M
Total Clients
407
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wealth Pro Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wealth Pro Advisors?

Wealth Pro Advisors is a wealth manager based in Sarasota, United States.

Where is Wealth Pro Advisors headquartered?

Wealth Pro Advisors is headquartered in Sarasota, United States.

When was Wealth Pro Advisors founded?

Wealth Pro Advisors was founded in 2013.

How can I contact Wealth Pro Advisors?

Verified contact details, key decision-makers, and investment preferences for Wealth Pro Advisors are available on LPbacked. Create a free account to access them.