WEALTHPROTECT ADVISORS LLC

WEALTHPROTECT ADVISORS LLC is an SEC-registered investment adviser (CRD 338308). Regulatory assets under management: $7.7M.

Registration

• CRD: 338308
• Type: Registered investment adviser
• Phone: 412-215-9496
• Latest filing: 2026-06-16
• Regulatory AUM: $7.7M
• Discretionary AUM: $7.7M
• Clients: 1
• Accounts: 32

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338308 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search