WEALTH PRO ADVISORS, INC.
SEC RegisteredYour future, Our commitment
About the firm
Wealth Pro Advisors, Inc. is a wealth management and tax consulting firm dedicated to helping clients create their personal financial estates while mitigating their tax exposure. The firm provides strategic insight and personalized service to help clients invest wisely and protect their legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and tax consulting, including assisting clients in creating personal financial estates and mitigating tax exposure, with personalized service and strategic investment insight.
Who they serve
Clients seeking to build a sustainable and secure financial future through quality financial and tax advice.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 80 | $112M |
| High Net Worth Individuals | 132 | $206M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Assets less than $2,000,000 | 1.25% |
| $2,000,001 to $4,000,000 | 1.10% |
| $4,000,001 to $5,000,000 | 0.95% |
| $5,000,001 to $10,000,000 | 0.85% |
| $10,000,001 and above | 0.00% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTH PRO ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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