Wealthprotect Advisors LLC
RIASEC Registered
Total AUM
$7.7M
Discretionary
$7.7M
100% of AUM
Avg account
$241K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338308
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI73.16%
- Individuals26.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthprotect Advisors LLC is an independently owned, limited liability advisory firm that focuses on financial planning and portfolio management for individuals and small-business owners. The firm operates on a fixed-fee model and is structured as an independent RIA rather than a capital allocator or multi-state adviser. Filings indicate the advisor is not positioning itself as an ESG investor and does not act as a pension consultant or related adviser; its primary client base is individual and family households.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents18%
- Exchange Traded Equities1%
Contacts
1 of 1
David Mandelblatt
Founder and CCOCRD 6718533
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations