firm profile
Wealth Pro Advisors, Inc.
Overview
Wealth Pro Advisors, Inc. is an SEC registered investment adviser based in Sarasota, FL, registered since 2014. It reports $317M in assets under management across 407 accounts, with 6 employees. It has 2 investment adviser representatives.
- Reported AUM
- $317M
- Discretionary
- 83%
- Accounts
- 407
- Average account
- $78K
- Employees
- 6
- Advisory reps
- 2
- Registered since
- 2014
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- David George Szabo President, Chief Compliance Officer CRD 4485632
Advisory reps 2 of 2
- Katherine T Abernathy Registered Rep · Investment Adviser Rep CRD 4287777
- Dave George Szabo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4485632
Location
- Headquarters
- 2381 Fruitville Rd
Sarasota, FL 34237 - County
- Sarasota
- Metro area
- North Port-Sarasota-Bradenton, FL
- Region
- South
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: wpainc.biz
Every state, with registration dates
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