# Wealthpro

Wealthpro is a Bank / Wealth / Trust based in Gloversville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Gloversville, United States
- **Region:** North America
- **Address:** Gloversville, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** wealthpro.com
- **LinkedIn:** https://www.linkedin.com/company/wealthpro-llc

## Regulatory record

- **CRD number:** 127907
- **SEC file number:** 801-63064
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127907

## About

Wealthpro is an SEC-registered investment adviser in Gloversville, NY, registered since 2004. The firm manages approximately $52 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Wealth Management

## Questions

### Who runs Wealthpro?

Publicly available records do not identify named principals, founders, or key investment decision-makers at Wealthpro. The firm does not maintain a public-facing leadership page, LinkedIn presence with named individuals in Altss research records, or media profiles of its management team. This is not uncommon for smaller, privately held wealth management practices that rely on local reputation rather than institutional branding.

### Does Wealthpro manage institutional capital or only individual accounts?

Based on the firm's profile as a wealth manager in Gloversville, New York, Wealthpro primarily serves individual and family clients. There is no public evidence of institutional separate accounts, commingled funds, or participation in institutional consultant databases. The absence of public marketing materials or investor relations content reinforces a retail and high-net-worth client focus.

### Is Wealthpro a registered investment advisor?

Wealth managers operating in New York state generally register with the SEC or the New York State Department of Financial Services, depending on assets under management and client count. While Wealthpro's specific registration status is not confirmed in available sources, any firm providing investment advice for compensation must maintain appropriate regulatory standing. Direct verification through the SEC's Investment Adviser Public Disclosure database is recommended.

## Related profiles

- [Wealthpoint Advisors](https://altss.com/profile/wealthpoint-advisors)
- [Wealthquest Corporation](https://altss.com/profile/wealthquest-corporation)

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Last updated: 2026-06-03T20:00:00.000Z

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