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
Po Box 1224, Gloversville, NY 12078
https://www.facebook.com/wealthprollc/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, NH, NY

Financial Advisors at Wealthpro, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neal Solomon, financial advisor Wilton NY
Neal J. Solomon
CRD#: 1251922
12 Mountain Ledge Drive, Suite 2, Wilton, NY 12831

Neal Solomon (CRD# 1251922) is an Investment Advisor Representative working at Wealthpro, LLC in Wilton, NY and has over 39 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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