Wealthpro, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 1, 2026, reports $52M in regulatory assets under management, 2 employees, 1 office, and 315 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.8% of total clients.
Top client categories% of clientsClients
1
Individuals
96.8%
92
2
Pension Plans
3.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52Mas of April 1, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$52M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$52M
Total Accounts315
10Y AUM Change+$19M (+55.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.