RIA IntelAdvisersFloridaWEALTH 73, LLC

WEALTH 73, LLC

Advisory

FL

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in FL
#1,907
of 2,610 advisers by AUM
Average account
$287K
across 90 accounts
AUM per adviser
$26M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM
$26M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

FEE-ONLY FINANCIAL ADVISORS, LLC
$26M
MAGNOLIA CAPITAL ADVISORS INC
TALLAHASSEE, FL
$26M
+2.4% 1Y
MEASURED STRATEGIES LLC
$26M
WEST PINE 43 LLC
WEST PALM BEACH, FL
$26M
SPECTRUM ADVISERS, LLC
$26M
SORRENTINO ASSET MANAGEMENT INC
NAPLES, FL
$26M
0.0% 1Y

Get the full picture on WEALTH 73, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WEALTH 73, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans