Wealthpro, LLC

Overview

Wealthpro, LLC is an independent registered investment adviser set up as a limited liability company and operating since 2004. The firm serves individuals, families and small institutions and positions itself as both a financial planner and portfolio manager for individuals and small businesses while also offering selection-of-other-advisers services. Wealthpro acts as an insurance broker alongside its advisory practice and uses a fee schedule that blends AUM-based fees with hourly and fixed-fee engagements. The firm reports being a capital allocator, which it executes primarily by placing client capital with third-party managers and public funds rather than relying solely on bespoke in-house strategies. Investment activity skews toward pooled public funds: Wealthpro’s largest exposure is to public mutual funds and similar vehicles, and the firm manages client relationships largely on a non-discretionary basis. The firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices