Wealth Advisors of Tampa Bay is an investment advisor in Tampa with $344.95 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454616557
SEC advisor number
801-74575
FINRA CRD number
162724
AUM ?
$346.10 mm
(as of 7 Mar 24)
Accounts
367
(as of 7 Mar 24)
Employees
7
(4 investment advisory or research)
Address
Wealth Advisors of Tampa Bay
777 SOUTH HARBOUR ISLAND BLVD
SUITE 370
TAMPA
FL 33602
777 SOUTH HARBOUR ISLAND BLVD
SUITE 370
TAMPA
FL 33602
Phone
813-642-7730
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22