WEALTH WARDEN PARTNERS

WEALTH WARDEN PARTNERS of TAMPA, FL is an SEC-registered investment adviser (CRD 337835). Regulatory assets under management: $1.6M.

Registration

• CRD: 337835
• Type: Registered investment adviser
• Location: 663 N FRANKLIN ST., TAMPA, FL, 33602
• Phone: 813-308-9761
• Latest filing: 2026-05-25
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 9
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337835 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search