# Wealthpro, LLC

> Wealthpro, LLC is an SEC-registered investment advisory firm in Gloversville, NY, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 127907
- Filed as: WEALTHPRO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gloversville, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127907
- AdvisorCensus page: https://advisorcensus.com/firm/wealthpro-llc-gloversville-ny-127907

## Quick answers

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

**How much does Wealthpro, LLC charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Flat fee: $3,000 to $12,000 (comprehensive or modular financial planning and/or…); Hourly rate: $350 to $800 an hour (comprehensive or modular financial planning and/or…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthpro, LLC located?**
Wealthpro, LLC's principal office is in Gloversville, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthpro, LLC registered with the SEC or a state?**
Wealthpro, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 127907.

**How much does Wealthpro, LLC manage?**
Wealthpro, LLC reports $52,417,711 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (0% discretionary).

**How have Wealthpro, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthpro, LLC: Regulatory assets under management: $41,477,977 in the October 2021 data and $52,417,711 in the October 2026 data, up 26%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthpro, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Wealthpro, LLC use?**
Wealthpro, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Exeter Trust Company and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Wealthpro, LLC 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/127907

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Flat fee: $3,000 to $12,000 (comprehensive or modular financial planning and/or…)

> WealthPro’s financial planning and consulting fees are negotiable, but generally range from $3,000 to $12,000 on a fixed fee basis

- Hourly rate: $350 to $800 an hour (comprehensive or modular financial planning and/or…)

> WealthPro’s financial planning and consulting fees are negotiable, but generally range from $3,000 to $12,000 on a fixed fee basis and/or from $350 to $800 on an hourly rate basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Exeter Trust Company
- Pershing Advisor Solutions 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: $52,417,711
- Discretionary: $0
- Non-discretionary: $52,417,711

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $49,981,797 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,435,914 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Wilton, NY

### Websites listed on Form ADV (Item 1.I)
- wealth.us/Note_This_Website_Is_Presently_Turned_Off _several other domain names point to this URL
- Facebook @WEALTHPROLLC
- LinkedIn @WEALTHPRO-LLC
- X @WEALTHPRO_LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $41,477,977 | 2 | March 31, 2021 |
| October 2022 | $45,966,971 | 3 | March 31, 2022 |
| October 2023 | $38,884,755 | 3 | March 31, 2023 |
| October 2024 | $44,310,950 | 3 | March 29, 2024 |
| October 2025 | $48,111,048 | 2 | April 1, 2025 |
| October 2026 | $52,417,711 | 2 | April 1, 2026 |

Regulatory assets under management: $41,477,977 in the October 2021 data and $52,417,711 in the October 2026 data, up 26%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthpro, LLC (CRD 127907): Form ADV filing data as of October 2026.