$317.5M Total AUM
$262.5M Disc. AUM
11.5% 3Y CAGR
6 Employees
212 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-18-2014
- Office Locations
- 1
Office Locations
2381 Fruitville Road Sarasota FL
About Wealth PRO Advisors, Inc.
Wealth Pro Advisors, Inc. is a Sarasota, FL wealth management and tax-focused advisory firm helping individuals and families build integrated financial estates while mitigating tax exposure. The team delivers financial and estate planning alongside portfolio construction and ongoing asset management, with ETF-heavy implementations and custody through Charles Schwab.
Team overview
51 AVG AGE
$105.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.4 yrs AVG TENURE
6 Employees
3 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
DAVID GEORGE SZABO
Chief Compliance Officer, President, Wealth Manager
- CRD
- #4485632
- Ownership
- 75% or more
Available
Available
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KATHERINE T. ABERNATHY
Financial Advisor
- CRD
- #4287777
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,538,150 | $807,810 |
| Non-Discretionary | $54,948,850 | $670,108 |
| Total | $317,487,000 | $780,066 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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