# Wealth Advisors of Tampa Bay

> Wealth Advisors of Tampa Bay is an SEC-registered investment advisory firm in Tampa, FL, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 162724
- Filed as: WEALTH ADVISORS OF TAMPA BAY
- Legal name: Wealth Advisors of Tampa Bay LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162724
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-advisors-of-tampa-bay-tampa-fl-162724

## Quick answers

**How is Wealth Advisors of Tampa Bay compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Advisors of Tampa Bay reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealth Advisors of Tampa Bay located?**
Wealth Advisors of Tampa Bay's principal office is in Tampa, FL, according to its Form ADV.

**Is Wealth Advisors of Tampa Bay registered with the SEC or a state?**
Wealth Advisors of Tampa Bay is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 162724.

**How much does Wealth Advisors of Tampa Bay manage?**
Wealth Advisors of Tampa Bay reports $456,772,774 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Wealth Advisors of Tampa Bay's assets and staff changed since 2021?**
In the Form ADV data for Wealth Advisors of Tampa Bay: Regulatory assets under management: $276,142,704 in the October 2021 data and $456,772,774 in the October 2026 data, up 65%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Advisors of Tampa Bay serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (99).

**Which custodians does Wealth Advisors of Tampa Bay use?**
Wealth Advisors of Tampa Bay's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Advisors of Tampa Bay report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162724

**What changed in Wealth Advisors of Tampa Bay's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $400,836,312 to $456,772,774 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $456,772,774
- Discretionary: $456,772,774
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $31,416,041 |
| High net worth individuals | 99 | $412,721,754 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,545,151 |
| Charitable organizations | Fewer than 5 | $2,229,597 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,860,231 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, NC, OH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthadvtb.com
- Facebook @WEALTHADVTB
- LinkedIn @WEALTH-ADVISORS-OF-TAMPA-BAY
- LinkedIn @FENNGILES
- LinkedIn @FENNGILESCFP
- LinkedIn @emma-borchert-0810
- LinkedIn @kim-oliver-7147a55b
- LinkedIn @maxwell-king-mk45
- LinkedIn @ryan-chard
- X @WEALTHADVTB

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $276,142,704 | 6 | March 8, 2021 |
| October 2022 | $344,948,235 | 5 | March 14, 2022 |
| October 2023 | $299,076,704 | 7 | March 21, 2023 |
| October 2024 | $346,096,102 | 7 | March 7, 2024 |
| October 2025 | $400,836,312 | 7 | February 25, 2025 |
| October 2026 | $456,772,774 | 8 | March 6, 2026 |

Regulatory assets under management: $276,142,704 in the October 2021 data and $456,772,774 in the October 2026 data, up 65%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $400,836,312 to $456,772,774 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Advisors of Tampa Bay (CRD 162724): Form ADV filing data as of October 2026.