Wealth Pro Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 19, 2026, reports $317M in regulatory assets under management, 6 employees, and 407 accounts.
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 segmentHNWI represent 62.3% of total clients.
Top client categories% of clientsClients
1
HNWI
62.3%
132
2
Individuals
37.7%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of March 19, 2026
Discretionary82.7%
$263M
83% of total RAUM82.7%
Non-discretionary17.3%
$55M
17% of total RAUM17.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$317M
Total Accounts407
10Y AUM Change+$317M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change+3 (+100.0%)
* 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.