Wealthpro, Llc
- Regulatory AUM
- $52.4M
- Discretionary
- $0
- Clients
- 95
- Avg AUM / client
- $552K
- Accounts
- 315
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 92 | $50.0M | 95.4% |
| Pension and profit sharing plans | 3 | $2.4M | 4.65% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Neal Jay Solomon | Managing Member & Chief Compliance Officer | CFP Chartered Financial Consultant | Jul 2003 (23y) | 75% or more |
| Solomon, Robin, Mara | Manager | Jul 2003 (23y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $20.0M (38% of AUM) Apr 2026
- Exeter Trust Company $10.0M (19% of AUM) Apr 2026
- TD Ameritrade $4.0M (11% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗