Wealth Advisors of Tampa Bay is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 6, 2026, reports $457M in regulatory assets under management, 8 employees, and 401 accounts.
Assets Under Management
$457M
Employees
8
Offices
--
Total Clients
225
Primary office
TAMPA, FL
777 SOUTH HARBOUR ISLAND BOULEVARD, SUITE 370, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.0% of total clients.
Top client categories% of clientsClients
1
Individuals
56.0%
126
2
HNWI
44.0%
99
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$457Mas of March 6, 2026
Discretionary100.0%
$457M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$457M
Total Accounts401
10Y AUM Change+$236M (+106.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee28:1
10Y Employee Change+1 (+14.3%)
* 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.