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WEALTH ADVISORS OF TAMPA BAY

TAMPA, FL · CRD 162724 · IAPD ↗ · 813-642-7730

$456.8MRegulatory AUM
3Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — WEALTH ADVISORS OF TAMPA BAY reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
April 2024 — WEALTH ADVISORS OF TAMPA BAY notice-filed in CA, OH, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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