We specialize in the following types of services: Wrap Comprehensive Portfolio Management, and LPL Sponsored Activity Programs. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed in the State of Florida. Our firm has been in business as an investment adviser since 2012 and is owned as follows:
• Robert F. Giles, Jr. – 74.5% Managing Partner
• Robert F. Giles, III – 25.5% Managing Partner Description of the Types of Advisory Services We Offer Wrap Comprehensive Portfolio Management: We offer Comprehensive Portfolio Management services through wrapped accounts only. Please see our separate Wrap Fee Program Brochure for complete information regarding this advisory service. LPL Sponsored Advisory Programs: When appropriate we have the ability to provide advisory services through certain programs sponsored by LPL Financial, LLC (“LPL”). Below is a brief description of each LPL advisory program available to us. Annualized fees for participation in LPL advisory programs vary up to maximum of 3.00%. For more information regarding the LPL programs, including more information on the advisory services and fees that apply, the types of investments available in the programs and the potential conflicts of interest presented by the programs please see the LPL Financial Form ADV Part 2 or the applicable LPL program’s Wrap Fee Program Brochure and the applicable LPL Financial client agreement.
• Manager Access Select Program (“MAS”): MAS provides clients access to the investment advisory services of professional portfolio management firms for the

individual management of client accounts. We will assist client in identifying a third-party portfolio manager (Portfolio Manager) from a list of Portfolio Managers made available by LPL Financial. The Portfolio Manager manages client’s assets on a discretionary basis. We will provide initial and ongoing assistance regarding the Portfolio Manager selection process. A minimum account value of $100,000 is required for Manager Access Select, however, in certain instances, the minimum account size may be lower or higher. Tailoring of Advisory Services We offer individualized investment advice to clients utilizing our Wrap Comprehensive Portfolio Management service. Each client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be ADV Part 2A – Firm Brochure Page 5 Wealth Advisors of Tampa Bay, LLC possible due to the level of difficulty this would entail in managing the account. Restrictions would be limited to our Wrap Comprehensive Portfolio Management service. We do not manage assets through our other services. Participation in Wrap Fee Programs We offer a wrap fee program as further described in Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”) of our Brochure. Our wrap fee accounts are managed on an individualized basis according to the client’s investment objectives, financial goals, risk tolerance, etc. As further described in our Wrap Fee Program Brochure, we receive a portion of the wrap fee for our services. Regulatory Assets Under Management As of 12/31/2023, we manage1 $346,096,102 on a discretionary basis.