Wealth Pro Advisors, Inc.

Wealth Pro Advisors, Inc. (CRD# 169266) is a financial advisory firm headquartered in Sarasota, FL. They manage $273,136,000 in 409 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2381 Fruitville Road, Sarasota, FL 34237
https://www.wpainc.biz/
By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $667,814
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NH

Financial Advisors at Wealth Pro Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Szabo, financial advisor Sarasota FL
David G. Szabo
CRD#: 4485632
2381 Fruitville Road, Sarasota, FL 34237

David Szabo (CRD# 4485632) is an Investment Advisor Representative working at Wealth Pro Advisors, Inc. in Sarasota, FL and has over 22 years of experience in the finance industry.

2
Katherine Abernathy, financial advisor Sarasota FL
Katherine T. Abernathy
CRD#: 4287777
2381 Fruitville Road, Sarasota, FL 34237

Katherine Abernathy (CRD# 4287777) is an Investment Advisor Representative working at Wealth Pro Advisors, Inc. in Sarasota, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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