Wealth Pro Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, insurance, and retirement plan services.
Wealth Pro Advisors reports 212 clients. They include 132 high-net-worth individuals and 80 individual clients. Of its assets, 82.7% ($263M across 325 accounts) are managed with discretion; $54.9M across 82 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 35% |
| High-net-worth individuals | 62% | 65% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 80 | $112M | 35.2% | $1.4M |
| High-net-worth individuals | 132 | $206M | 64.8% | $1.56M |
| Total | 212 | $317M | 100% | $1.5M |
- Clients
- 80
- Regulatory AUM
- $112M
- AUM share
- 35.2%
- Avg. per client
- $1.4M
- Clients
- 132
- Regulatory AUM
- $206M
- AUM share
- 64.8%
- Avg. per client
- $1.56M
Total
- Clients
- 212
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- $1.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wealth Pro Advisors charges 0.85%–1.25% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed fee generally from $500 to $1,500, or an hourly fee of $250, negotiable; half is due in advance.
David Szabo owns 75% or more of Wealth Pro Advisors. The leadership team of Wealth Pro Advisors includes President David Szabo. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Wealth Pro Advisors, Inc.
David Szabo
Control person · since March 2009
Wealth Pro Advisors’ regulatory assets grew 1.8× from $181M (March 2021) to $317M (March 2026); clients rose from 154 to 212 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $317M | 212 | 6 | 1 |
| Mar 2025March 2025 | $308M | 205 | 4 | 1 |
| Mar 2024March 2024 | $273M | 198 | 4 | 1 |
| Mar 2023March 2023 | $231M | 183 | 4 | 1 |
| Mar 2022March 2022 | $223M | 178 | 4 | 1 |
| Mar 2021March 2021 | $181M | 154 | 4 | 1 |
Besides its headquarters, Wealth Pro Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2381 Fruitville Road, SarasotaHQ
Contact and registration details
- Legal name
- Wealth Pro Advisors, Inc.
- Headquarters
- 2381 Fruitville Road, Sarasota, FL 34237
- Website
- wpainc.biz
- Phone
- 941-907-2203
- SEC file
- 801-117862
- Founded
- 2013
- Structure
- Florida corporation
- Fiscal year end
- December
Wealth Pro Advisors’ named custodian for separately managed accounts is Charles Schwab ($255M). Wealth Pro Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $255M100%
At year end, Wealth Pro Advisors’ separately managed accounts were mostly in stocks (75%) and funds (16%).
What the accounts hold
- Stocks75%
- Funds16%
- Bonds1%
- Cash8%
How many clients does Wealth Pro Advisors have?
Wealth Pro Advisors has 212 clients and manages $317 million for them, as of March 2026. They include 132 high-net-worth individuals and 80 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Wealth Pro Advisors offer?
Wealth Pro Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealth Pro Advisors charge?
Wealth Pro Advisors charges 0.85%–1.25% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: WEALTH PRO ADVISORS, INC. DISCLOSURE BROCHURE, filed 19 March 2026
Which custodians does Wealth Pro Advisors use?
Wealth Pro Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $255M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Wealth Pro Advisors have?
Wealth Pro Advisors has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Pro Advisors invest in?
At the end of its last fiscal year, Wealth Pro Advisors’ separately managed accounts held 75% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Pro Advisors?
Wealth Pro Advisors’ direct owner is David Szabo (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Wealth Pro Advisors get paid?
Wealth Pro Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Pro Advisors?
Wealth Pro Advisors’ main office is at 2381 Fruitville Road, Sarasota, FL 34237. Its phone number is 941-907-2203. Its website is wpainc.biz.