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WEALTHPRO, LLC

CRD 127907 · SEC 801-63064

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NY, United States

Phone

518-725-6111

Fax

518-725-4042

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$52.4M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersINVESTMENT CONSULTING + REGULAR CLIENT UPDATE LETTERS

Client types

TypeClientsAUM
Individuals92$50.0M
Pension/profit sharing plans3$2.4M

States served

NY, NH, FL

All web addresses on file

Official SEC filing: View on IAPD