W
$52.4M Total AUM
$0 Disc. AUM
10.5% 3Y CAGR
2 Employees
95 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2003
- Office Locations
- 2
Office Locations
12 Mountain Ledge Drive Suite 2 Wilton NY
-- Gloversville NY
About Wealthpro, LLC
Wealthpro, LLC is a Gloversville-based RIA with 2 offices. The firm has been operating for 23 years. Managing $52.4M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Pershing.
Team overview
-- AVG AGE
$52.4M AVG AUM / ADVISOR
$551.8K AVG AUM / CLIENT
14.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
NEAL JAY SOLOMON
Chief Compliance Officer, Managing Member
- CRD
- #1251922
- Ownership
- 75% or more
Available
Available
Available
R
ROBIN MARA SOLOMON
Manager
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $52,417,711 | $166,405 |
| Total | $52,417,711 | $166,405 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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