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Building 2SUTTON WEALTH ADVISORS, INC.

Map pinTAMPA, FL
Phone813-514-1800
NotebookSEC #801-68454
Total AUM
$392.7M
Employees
8
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3708 WEST SWANN AVENUE
SUITE 102
TAMPA
FL 33609
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
813-514-1800

ReceiptFinancials

Total AUM
$392.7M
Accounts
632
Discretionary
$386.1M
Accounts
627
Non-Discretionary
$6.6M
Accounts
5

ContactClients

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Individual Clients
168
AUM
$28.5M
HNW Individual Clients
85
AUM
$271M
Charitable Organization Clients
1
AUM
$6.5M
Corporation or Business Clients
7
AUM
$24.8M
Other Clients
26
AUM
$61.9M
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANCNHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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