WEALTHPRO, LLC

2 registered advisors·CRD# 127907
SEC# 801-630641518-725-6111
01

Firm Overview

AUM
$44M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WEALTHPRO, LLC

2 registered advisors
Neal Jay Solomon
GLOVERSVILLE, New York
Robin Mara Solomon
GLOVERSVILLE, New York
05

Office Locations

GLOVERSVILLE, New York
2 advisors

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Data sourced from SEC Form ADV filings. WEALTHPRO, LLC (CRD# 127907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.