Active
WEALTH ADVISORS OF TAMPA BAY
Investment Advice|TAMPA, FL
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$400.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 400.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 162724 |
| SEC Number | 801-74575 |
| Street Address | 777 SOUTH HARBOUR ISLAND BOULEVARD |
| Street Address 2 | SUITE 370 |
| Location | TAMPA, FL 33602 |
| Country | United States |
| Phone | 813-642-7730 |
| Fax | 813-489-6800 |
| Total Employees | 7 |
Client Count by Type (241 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 155 |
| High Net Worth Individual… | 86 |
Community Partners
CITY OF LYNN HAVEN
CITY OF PANAMA CITY BEACH
CITY OF TAMPA
COUNTY OF BAY
LA PERAS GENERAL CONTRACTING CORP
PANAMA CITY CITY HALL
CITY OF LYNN HAVEN
CITY OF PANAMA CITY BEACH
CITY OF TAMPA
COUNTY OF BAY
LA PERAS GENERAL CONTRACTING CORP
PANAMA CITY CITY HALL
CITY OF LYNN HAVEN
CITY OF PANAMA CITY BEACH
CITY OF TAMPA
COUNTY OF BAY
LA PERAS GENERAL CONTRACTING CORP
PANAMA CITY CITY HALL
Municipal Government
6 Active
6
Organizations
BAY COUNTY TRANSPORTATION PLANNING ORGANIZATION
BAY MEDICAL CENTER
BEACH MOSQUITO CONTROL DISTRICT
LAKE POWEL RESIDENTIAL GOLF COMMUNITY DEVELOPMENT DISTRICT
PANAMA CITY-BAY COUNTY AIRPORT AND INDUSTRIAL DISTRICT
PIER PARK COMMUNITY DEVELOPMENT DISTRICT
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 1
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 2
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 1
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 2
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 3
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 4
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 5
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 6
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 7
TAMPA EXECUTIVE AIRPORT
TAMPA PALMS COMMUNITY DEVELOPMENT DISTRICT
TAMPA SPORTS AUTHORITY
TOWNE OF SEAHAVEN COMMUNITY DEV DISTRICT
BAY COUNTY TRANSPORTATION PLANNING ORGANIZATION
BAY MEDICAL CENTER
BEACH MOSQUITO CONTROL DISTRICT
LAKE POWEL RESIDENTIAL GOLF COMMUNITY DEVELOPMENT DISTRICT
PANAMA CITY-BAY COUNTY AIRPORT AND INDUSTRIAL DISTRICT
PIER PARK COMMUNITY DEVELOPMENT DISTRICT
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 1
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 2
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 1
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 2
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 3
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 4
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 5
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 6
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 7
TAMPA EXECUTIVE AIRPORT
TAMPA PALMS COMMUNITY DEVELOPMENT DISTRICT
TAMPA SPORTS AUTHORITY
TOWNE OF SEAHAVEN COMMUNITY DEV DISTRICT
BAY COUNTY TRANSPORTATION PLANNING ORGANIZATION
BAY MEDICAL CENTER
BEACH MOSQUITO CONTROL DISTRICT
LAKE POWEL RESIDENTIAL GOLF COMMUNITY DEVELOPMENT DISTRICT
PANAMA CITY-BAY COUNTY AIRPORT AND INDUSTRIAL DISTRICT
PIER PARK COMMUNITY DEVELOPMENT DISTRICT
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 1
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 2
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 1
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 2
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 3
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 4
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 5
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 6
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 7
TAMPA EXECUTIVE AIRPORT
TAMPA PALMS COMMUNITY DEVELOPMENT DISTRICT
TAMPA SPORTS AUTHORITY
TOWNE OF SEAHAVEN COMMUNITY DEV DISTRICT
Special District
19 Active
19
Organizations
APARICIO LEVY TECHNICAL COLLEGE
BREWSTER TECHNICAL COLLEGE
FREDERICK'S MOBILE SERVICES LLC
FREEDOM NJROTC
HILLSBOROUGH COUNTY SCHOOL DISTRICT
LETO HIGH SCHOOL
TAMPA BAY TECH
T R ROBINSON HS NJROTC
WHARTON SENIOR HIGH SCHOOL
APARICIO LEVY TECHNICAL COLLEGE
BREWSTER TECHNICAL COLLEGE
FREDERICK'S MOBILE SERVICES LLC
FREEDOM NJROTC
HILLSBOROUGH COUNTY SCHOOL DISTRICT
LETO HIGH SCHOOL
TAMPA BAY TECH
T R ROBINSON HS NJROTC
WHARTON SENIOR HIGH SCHOOL
APARICIO LEVY TECHNICAL COLLEGE
BREWSTER TECHNICAL COLLEGE
FREDERICK'S MOBILE SERVICES LLC
FREEDOM NJROTC
HILLSBOROUGH COUNTY SCHOOL DISTRICT
LETO HIGH SCHOOL
TAMPA BAY TECH
T R ROBINSON HS NJROTC
WHARTON SENIOR HIGH SCHOOL
School District
9 Active
9
Organizations
10014 BISCAYNE BAY
10023 OLUSTEE DEMOLAY CHAPTER
10032 MELBOURNE CHAPTER
100 BLACK MEN OF TAMPA BAY INC
10102 HIGHLANDER CHAPTER
10178 ROBERT TRUMP CHAPTER
10508 HILLARY COWART SR MANOR
10816 CRAWFORD CHAPTER
13 UGLY MEN FOUNDATION INC
1610 FOUNDATION INC
180 DEGREES TO REDEMTION INC
1920 CHARITABLE FOUNDATION INC
1989 FRANKEL LIVING TR FBO THE ARMY EMERGENCY
1LOVE INC
1ST US VOLUNTEER CAVALRY REGIMENT
1THINGISNEEDED INC
1 WAY TRUTH INC
2011 TAMPA BULLS
2020 JACKSONVILLE HOST COMMITTEE INC
21 & CHANGE INC
10014 BISCAYNE BAY
10023 OLUSTEE DEMOLAY CHAPTER
10032 MELBOURNE CHAPTER
100 BLACK MEN OF TAMPA BAY INC
10102 HIGHLANDER CHAPTER
10178 ROBERT TRUMP CHAPTER
10508 HILLARY COWART SR MANOR
10816 CRAWFORD CHAPTER
13 UGLY MEN FOUNDATION INC
1610 FOUNDATION INC
180 DEGREES TO REDEMTION INC
1920 CHARITABLE FOUNDATION INC
1989 FRANKEL LIVING TR FBO THE ARMY EMERGENCY
1LOVE INC
1ST US VOLUNTEER CAVALRY REGIMENT
1THINGISNEEDED INC
1 WAY TRUTH INC
2011 TAMPA BULLS
2020 JACKSONVILLE HOST COMMITTEE INC
21 & CHANGE INC
10014 BISCAYNE BAY
10023 OLUSTEE DEMOLAY CHAPTER
10032 MELBOURNE CHAPTER
100 BLACK MEN OF TAMPA BAY INC
10102 HIGHLANDER CHAPTER
10178 ROBERT TRUMP CHAPTER
10508 HILLARY COWART SR MANOR
10816 CRAWFORD CHAPTER
13 UGLY MEN FOUNDATION INC
1610 FOUNDATION INC
180 DEGREES TO REDEMTION INC
1920 CHARITABLE FOUNDATION INC
1989 FRANKEL LIVING TR FBO THE ARMY EMERGENCY
1LOVE INC
1ST US VOLUNTEER CAVALRY REGIMENT
1THINGISNEEDED INC
1 WAY TRUTH INC
2011 TAMPA BULLS
2020 JACKSONVILLE HOST COMMITTEE INC
21 & CHANGE INC
Nonprofit Organization
5168 Active
5168
Organizations
Community Partners84 organizations
CITY OF LYNN HAVEN
Municipal Government·LYNN HAVEN
CITY OF PANAMA CITY BEACH
Municipal Government·PANAMA CITY BEACH
CITY OF TAMPA
Municipal Government·TAMPA
LA PERAS GENERAL CONTRACTING CORP
Municipal Government·LYNN HAVEN
PANAMA CITY CITY HALL
Municipal Government·PANAMA CITY
BAY COUNTY TRANSPORTATION PLANNING ORGANIZATION
Special District·PANAMA CITY
LAKE POWEL RESIDENTIAL GOLF COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
PIER PARK COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 1
Special District·ORLANDO
SWEETBAY COMMERCIAL COMMUNITY DEVELOPMENT DISTRICT 2
Special District·ORLANDO
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 1
Special District·ORLANDO
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 2
Special District·ORLANDO
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 3
Special District·ORLANDO
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 4
Special District·ORLANDO
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 5
Special District·ORLANDO
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 6
Special District·ORLANDO
SWEETBAY RESIDENTIAL COMMUNITY DEVELOPMENT DISTRICT 7
Special District·ORLANDO
TAMPA PALMS COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
TAMPA SPORTS AUTHORITY
Special District·TAMPA
TOWNE OF SEAHAVEN COMMUNITY DEV DISTRICT
Special District·TAMPA
APARICIO LEVY TECHNICAL COLLEGE
School District·TAMPA
BREWSTER TECHNICAL COLLEGE
School District·TAMPA
FREDERICK'S MOBILE SERVICES LLC
School District·TAMPA
FREEDOM NJROTC
School District·TAMPA
LETO HIGH SCHOOL
School District·TAMPA
TAMPA BAY TECH
School District·TAMPA
T R ROBINSON HS NJROTC
School District·TAMPA
WHARTON SENIOR HIGH SCHOOL
School District·TAMPA
10014 BISCAYNE BAY
Nonprofit Organization·Tampa
10023 OLUSTEE DEMOLAY CHAPTER
Nonprofit Organization·Tampa
10032 MELBOURNE CHAPTER
Nonprofit Organization·Tampa
100 BLACK MEN OF TAMPA BAY INC
Nonprofit Organization·Tampa
10102 HIGHLANDER CHAPTER
Nonprofit Organization·Tampa
10178 ROBERT TRUMP CHAPTER
Nonprofit Organization·Tampa
10508 HILLARY COWART SR MANOR
Nonprofit Organization·Tampa
10816 CRAWFORD CHAPTER
Nonprofit Organization·Tampa
13 UGLY MEN FOUNDATION INC
Nonprofit Organization·TAMPA
1610 FOUNDATION INC
Nonprofit Organization·TAMPA
180 DEGREES TO REDEMTION INC
Nonprofit Organization·tampa
1920 CHARITABLE FOUNDATION INC
Nonprofit Organization·Tampa
1989 FRANKEL LIVING TR FBO THE ARMY EMERGENCY
Nonprofit Organization·TAMPA
1LOVE INC
Nonprofit Organization·TAMPA
1ST US VOLUNTEER CAVALRY REGIMENT
Nonprofit Organization·TAMPA
1THINGISNEEDED INC
Nonprofit Organization·Tampa
1 WAY TRUTH INC
Nonprofit Organization·tampa
2011 TAMPA BULLS
Nonprofit Organization·Tampa
2020 JACKSONVILLE HOST COMMITTEE INC
Nonprofit Organization·TAMPA
21 & CHANGE INC
Nonprofit Organization·Tampa
2G FOUNDATION INC
Nonprofit Organization·TAMPA
2SIDES2THECROSS
Nonprofit Organization·Tampa
301 HOUSE INC
Nonprofit Organization·Tampa
3 2 1 EMPOWER INC
Nonprofit Organization·Tampa
37TH STREET FOUNDATION INC
Nonprofit Organization·TAMPA
3D URBAN DIVERSITY SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·Tampa
3E MINISTRIES INC
Nonprofit Organization·TAMPA
3F PLAY YOUTH SPORTS INC
Nonprofit Organization·TAMPA
4 BLOCKS FOUNDATION INC
Nonprofit Organization·TAMPA
4 FOSTER KIDS INC
Nonprofit Organization·Tampa
4TH DISTRICT ADVERTISING FEDERATION
Nonprofit Organization·TAMPA
4TH EMERALD INVESTORS IN YAHWEH
Nonprofit Organization·Tampa
4 Ys FOUNDATION
Nonprofit Organization·TAMPA
60337 BEACH BAY OPTIMIST CLUB OF PANAMA FL
Nonprofit Organization·Panama City Beach
6 AMXS Booster Club Inc
Nonprofit Organization·Tampa
6 OSS BOOSTER CLUB
Nonprofit Organization·TAMPA
6TH CS BOOSTER CLUB
Nonprofit Organization·Tampa
6TH MAINTENANCE SQUADRON BOOSTER CLUB
Nonprofit Organization·TAMPA
6TH SFS RATTLERS ASSOCIATION
Nonprofit Organization·TAMPA
813 Hawks Inc
Nonprofit Organization·Tampa
813 HOOD GARDEN SPACE INC
Nonprofit Organization·Tampa
813 PROJECT
Nonprofit Organization·TAMPA
850 CREW CAR CLUB INC
Nonprofit Organization·Panama City Beach
850 WAVES BASEBALL INC
Nonprofit Organization·LYNN HAVEN
927TH TOP THREE ORGANIZATION
Nonprofit Organization·Tampa
932 EDUCATION FOUNDATION
Nonprofit Organization·Tampa
9U TAMPA BAY LEGENDS
Nonprofit Organization·Tampa
A1 COMMUNITY OUTREACH INC
Nonprofit Organization·Tampa
A AAMERICAN CONTAINER & TRAILER LEASING, INC.
Nonprofit Organization·TAMPA
AAA SCHOLARSHIP FOUNDATION - FL LLC
Nonprofit Organization·TAMPA