Wealth Advisors of Tampa Bay
Financial Services • 
Tampa, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 777 South Harbour Island Boulevard, Suite 370, Tampa, FL 33602, US |
| Phone number | +18136427730 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Financial Advisor, Wealth Management, Retirement Planning, Financial Planner, Financial Planning, Wealth Manager |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Wealth Advisors of Tampa Bay
Fenn Giles
Founding Partner, President, Chief Investment Officer
About Wealth Advisors of Tampa Bay
Whether you seek assistance in managing your personal finances, estate planning or trust services, or seek to capture efficiencies across both personal and business planning, we can help. We are here to assist you in integrating your financial needs in an environment where client care is our top priority. → Greater Access Through Independence Wealth Advisors of Tampa Bay is an independent Registered Investment Advisor (RIA) supported by the nation's leading independent broker dealer, LPL Financial. Our independent approach allows us to provide truly objective advice coupled with unconstrained access to the investment managers, financial products and custom strategies that best fit your investment, retirement and insurance needs in an open, client focused environment. → Our Focus is on Your Wellbeing Our team is united around the goal of creating a rewarding experience for our clients. As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. www.FINRA.org/www.SIPC.org. For a list of states in which we are registered to do business, please visit https://www.wealthadvtb.com/.
Wealth Advisors of Tampa Bay revenue & valuation
| Annual revenue | $10,700,000 |
| Revenue per employee | $1,519,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $34,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Wealth Advisors of Tampa Bay has 3 employees across 3 departments.
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Number of employees
Funding Data
Wealth Advisors of Tampa Bay has never raised funding before.
Wealth Advisors of Tampa Bay Tech Stack
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Frequently asked questions
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