WEALTH ADVISORS OF TAMPA BAY, LLC

https://www.linkedin.com/in/kim-oliver-7147a55b/ TAMPA, FL Investment Advisor How do I update this listing?

Wealth Advisors OF Tampa Bay is based out of Tampa. Wealth Advisors OF Tampa Bay is a large advisory firm with 156 clients and discretionary assets under management (AUM) of $237,795,088 (Form ADV from 2020-04-28). Their last reported 13F filing for Q1 2020 included $89,249,000 in managed 13F securities and a top 10 holdings concentration of 34.44%. Wealth Advisors OF Tampa Bay's largest holding is Apple Inc with shares held of 16,245. Whalewisdom has at least 10 13F filings

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03/31/2020

13F Activity

  • Market Value $89.249 Million
  • Prior Market Value $108.567 Million
  • New Purchases9 stocks
  • Additional Purchases25 stocks
  • Sold out of6 stocks
  • Reduced holdings in12 stocks
  • Top 10 Holdings % 34.44 %
  • Turnover % [1]:23.44%
  • Turnover Alt % [2]: 14.94 %
  • Time Held Top20:4.50 quarters
  • Time Held Top10:3.30 quarters
  • Time Held All:6.19 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.5%
Performance Last 4 Quarters: -6.4%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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: 152,980,000
Total Number of Clients: 156
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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WEALTH ADVISORS OF TAMPA BAY LLC

ownership team - last updated 2020-03-05
Name Title Start Date Direct/Indirect % Ownership

WEALTH ADVISORS OF TAMPA BAY LLC

ownership team - last updated 2019-10-23
Name Title Start Date Direct/Indirect % Ownership
GILES, ROBERT, FENN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 04/01/2012 Direct 75% or more
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 10 - 25%
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 2019-06-05
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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