WEALTH ADVISORS OF TAMPA BAY LLC
C39
CRD 162724·SEC 801-74575·TAMPA, FL
AUM
$456.8M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $259.0M
'21 · $237.8M
'22 · $276.1M
'23 · $344.9M
'25 · $400.8M
'26 · $456.8M
'20'26
$259.0M → $456.8M▲ +76%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 4 advisors
'26 · 3 advisors
'20'26
6 advisors → 3 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
777 SOUTH HARBOUR ISLAND BLVDSUITE 370TAMPA, FL 33602
Business
777 SOUTH HARBOUR ISLAND BLVDSUITE 370TAMPA, FL 33602
Edgar Recent Filings
13F-HR2026-05-14 · 0002073679-26-000052
13F-HR2026-02-09 · 0001715228-26-000001