This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-09-2012
- Office Locations
- 1
Office Locations
About Wealth Advisors OF Tampa BAY
Wealth Advisors of Tampa Bay is a Tampa, FL wealth management firm providing fee-based, fiduciary investment management and comprehensive planning. The team works with working professionals, retirement-minded families, and local businesses to align portfolios with personal, family, and business goals, including retirement and estate/wealth transfer planning. Team-based advisors with 100+ years combined experience; custody through LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT FENN GILES III
Managing Partner
- CRD
- #4560739
- Ownership
- 75% or more
ROBERT FENN GILES JR
Chief Compliance Officer, Managing Partner
- CRD
- #2472573
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
RYAN DOUGLAS CHARD
Financial Advisor, General Partner
- CRD
- #5836156
KIMBERLY ANN OLIVER
Financial Advisor, General Partner
- CRD
- #3266756
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $456,772,774 | $1,139,084 |
| Non-Discretionary | $0 | -- |
| Total | $456,772,774 | $1,139,084 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing