Wealthpro, LLC
Wealthpro, LLC (CRD# 127907) is a financial advisory firm headquartered in Gloversville, NY. They manage $44,310,950 in 297 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
-
Total Number of Accounts297ACCOUNTS
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Average Account Value$149,195
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, NY
Financial Advisors at Wealthpro, LLC
1
Neal Solomon (CRD# 1251922) is an Investment Advisor Representative working at Wealthpro, LLC in Wilton, NY and has over 40 years of experience in the finance industry.
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