Overview
Assets Under Management: $401 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 86
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 381
Discretionary Accounts: 381
Regulatory Filings
CRD Number: 162724
Last Filing Date: 2025-02-25 00:00:00
Website: https://wealthadvtb.com