WEALTH ADVISORS OF TAMPA BAY, LLC

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Wealth Advisors OF Tampa Bay is based out of Tampa. Wealth Advisors OF Tampa Bay is a large advisory firm with 421 clients and discretionary assets under management (AUM) of $258,980,021 (Form ADV from 2019-10-23). Their last reported 13F filing for Q3 2019 included $120,500,000 in managed 13F securities and a top 10 holdings concentration of 30.18%. Wealth Advisors OF Tampa Bay's largest holding is Newell Brands Inc with shares held of 213,005. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $120.5 Million
  • Prior Market Value $137.791 Million
  • New Purchases0 stocks
  • Additional Purchases4 stocks
  • Sold out of4 stocks
  • Reduced holdings in51 stocks
  • Top 10 Holdings % 30.18 %
  • Turnover % [1]:5.88%
  • Turnover Alt % [2]: 17.19 %
  • Time Held Top20:4.10 quarters
  • Time Held Top10:3.50 quarters
  • Time Held All:5.19 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.45%
Performance Last 4 Quarters: 0.67%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WEALTH ADVISORS OF TAMPA BAY
777 SOUTH HARBOUR ISLAND BOULEVARD SUITE 370
TAMPA FL    33602
Country: United States

Business Phone: 813-642-7730
Fax: 813-489-6800
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 6
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 55,887,400
Total Number of Clients: 421
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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WEALTH ADVISORS OF TAMPA BAY LLC

ownership team - last updated 2019-06-05
Name Title Start Date Direct/Indirect % Ownership
MARTIN, ROGER, ALAN MANAGING MEMBER 04/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01
GILES, ROBERT, FENN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-04-01
FLORIDA INVESTMENT ADVISERS INC CEO, COO, CLO, CCO, DIR., PRESIDENT direct 1995-06-01 2001-05-08
FLORIDA INVESTMENT ADVISERS INC PRES./PRIN./SROP/CROP/MUNI. PRIN. direct 1995-06-01 2003-08-28
FLORIDA INVESTMENT ADVISORS INC PRES/PRIN/SROP/CROP/MUNI PRIN/DIR direct 1995-06-01 2012-03-27
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01 2012-04-10
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01 2015-09-11
GILES, ROBERT, FENN MEMBER 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MEMBER direct 2017-07-01

WEALTH ADVISORS OF TAMPA BAY LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
MARTIN, ROGER, ALAN MANAGING MEMBER 04/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01
GILES, ROBERT, FENN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-04-01
FLORIDA INVESTMENT ADVISERS INC CEO, COO, CLO, CCO, DIR., PRESIDENT direct 1995-06-01 2001-05-08
FLORIDA INVESTMENT ADVISERS INC PRES./PRIN./SROP/CROP/MUNI. PRIN. direct 1995-06-01 2003-08-28
FLORIDA INVESTMENT ADVISORS INC PRES/PRIN/SROP/CROP/MUNI PRIN/DIR direct 1995-06-01 2012-03-27
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01 2012-04-10
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01 2015-09-11
GILES, ROBERT, FENN MEMBER 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MEMBER direct 2017-07-01

WEALTH ADVISORS OF TAMPA BAY LLC

ownership team - last updated 2018-10-08
Name Title Start Date Direct/Indirect % Ownership
MARTIN, ROGER, ALAN MANAGING MEMBER 04/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01
GILES, ROBERT, FENN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-04-01
FLORIDA INVESTMENT ADVISERS INC CEO, COO, CLO, CCO, DIR., PRESIDENT direct 1995-06-01 2001-05-08
FLORIDA INVESTMENT ADVISERS INC PRES./PRIN./SROP/CROP/MUNI. PRIN. direct 1995-06-01 2003-08-28
FLORIDA INVESTMENT ADVISORS INC PRES/PRIN/SROP/CROP/MUNI PRIN/DIR direct 1995-06-01 2012-03-27
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01 2012-04-10
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01 2015-09-11
GILES, ROBERT, FENN MEMBER 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MEMBER direct 2017-07-01

WEALTH ADVISORS OF TAMPA BAY LLC

ownership team - last updated 2017-11-27
Name Title Start Date Direct/Indirect % Ownership
MARTIN, ROGER, ALAN MANAGING MEMBER 04/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01
GILES, ROBERT, FENN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2012-04-01
FLORIDA INVESTMENT ADVISERS INC CEO, COO, CLO, CCO, DIR., PRESIDENT direct 1995-06-01 2001-05-08
FLORIDA INVESTMENT ADVISERS INC PRES./PRIN./SROP/CROP/MUNI. PRIN. direct 1995-06-01 2003-08-28
FLORIDA INVESTMENT ADVISORS INC PRES/PRIN/SROP/CROP/MUNI PRIN/DIR direct 1995-06-01 2012-03-27
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-03-01 2012-04-10
WEALTH ADVISORS OF TAMPA BAY LLC MANAGING MEMBER direct 2012-04-01 2015-09-11
GILES, ROBERT, FENN MEMBER 07/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WEALTH ADVISORS OF TAMPA BAY LLC MEMBER direct 2017-07-01

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