WEALTHPRO, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $52.4M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $52.4M |
| Client Accounts | 315 |
| Avg Account Size | $166K |
| Employees | 2 |
| Peak AUM | $52.4MApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $52M | +9.0% | +10.2% | +4.7% | |
| Non-Disc. AUM | $52M | ||||
Key Metrics
| Total AUM | $52.4M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 315 |
| Client Range | 1-10 |
Contact & Location
Phone
518-725-6111
Filing History
34 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$52M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Investment AdviserPension Consultant