← Tributary

SUTTON WEALTH ADVISORS, INC.

TAMPA, FL · CRD 145359 · IAPD ↗ · suttonwealth.com · 813-514-1800

$392.7MRegulatory AUM
3Advisory reps
8Employees
278Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2024 — SUTTON WEALTH ADVISORS, INC. (TAMPA, FL) left the SEC roster (was $392.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.