Wealth Advisors of Tampa Bay
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth individuals, trusts, retirement plans and business entities, offering Comprehensive Portfolio Management through a wrap-fee program and access to LPL-sponsored advisory programs such as Manager Access Select. The firm reports managing about $456.8 million in discretionary client assets and delivers services through wrapped accounts and third‑party manager arrangements.
For clients in the wrap program the firm provides individualized, discretionary portfolio management with the ability for clients to impose reasonable investment restrictions and receive at least quarterly reviews. It also assists clients in selecting and monitoring third‑party managers within LPL programs, employing fundamental and technical analysis and a due‑diligence process that explicitly monitors managers’ holdings, concentrations and use of leverage or alternative investments.
Noteworthy features include operating a wrap-fee program (with a separate Wrap Fee Program Brochure and an arrangement to receive a portion of the wrap fee) and relying on LPL as program sponsor, custodian and execution provider—relationships the brochure discloses can create potential conflicts of interest and that result in the firm receiving eligible products and services from LPL. The firm’s advisers are registered representatives of LPL and licensed insurance agents, and the brochure emphasizes documented oversight of third‑party manager leverage and alternative investment use, which distinguishes its governance and program mix from many peers.
Client services
Expertise
Fee options
Commission from sale of securities and insurance products by registered representatives; trail fees from mutual funds
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,500 for Wrap Comprehensive Portfolio Management
Main office
777 South Harbour Island Boulevard, Suite 370
Tampa FL 33602
Advisors at this office
4
Most active in
California · Florida · North Carolina · Ohio · Texas · Wisconsin
Also doing business as
Wealth Advisors Of Tampa Bay · Wealth Advisors Of Tampa Bay LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan C
Series 66
Tampa, FL
Wealth Advisors of Tampa Bay
Ryan Chard is a financial advisor at Wealth Advisors of Tampa Bay with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2019 and previously at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Outside of advisory work, he has a minor involvement with Trivia Nation. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis for around 241 clients. The firm offers comprehensive portfolio management exclusively through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with quarterly reviews.
Robert G
Series 63
Tampa, FL
Wealth Advisors of Tampa Bay
Robert Giles is a financial advisor at Wealth Advisors of Tampa Bay in Tampa, Florida, with 30 years of industry experience. He holds a Series 63 designation and has been with Wealth Advisors of Tampa Bay and LPL Financial LLC since 2012. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $400 million on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with regular account reviews.
Kimberly O
Series 63, Series 66
Tampa, FL
Wealth Advisors of Tampa Bay
Kimberly Oliver is a financial advisor at Wealth Advisors of Tampa Bay with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services, Inc. She is also involved in a family-owned barbecue and catering business. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $457 million in discretionary client assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, combining individualized portfolio management with oversight of third-party managers.
Robert G
CFP®, Series 63, Series 65
Tampa, FL
Wealth Advisors of Tampa Bay
Robert Giles III is a CFP® with 22 years of experience in the financial services industry. He has been with Wealth Advisors of Tampa Bay since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he manages a family farm in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis. The firm provides comprehensive portfolio management exclusively through a wrap fee program and offers access to LPL-sponsored advisory programs with a focus on individualized, discretionary management and documented due diligence on third-party managers.
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