David Mandelblatt
Wealthprotect Advisors · Pittsburgh, Pennsylvania
David Mandelblatt is a fee-only financial advisor at Wealthprotect Advisors in Pittsburgh, Pennsylvania. Wealthprotect Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Wealthprotect Advisors |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $7.7M across 32 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6718533 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How David's firm compares
- Wealthprotect Advisors's average account is about $241,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about David
Is David Mandelblatt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Wealthprotect Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Wealthprotect Advisors, reports charging fixed fees on its SEC Form ADV.
Where is David Mandelblatt based?
David Mandelblatt is based in Pittsburgh, Pennsylvania.
Is David Mandelblatt registered with the SEC?
Yes. David Mandelblatt is registered as an investment adviser representative in PA (CRD 6718533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthprotect Advisors manage?
Wealthprotect Advisors reports $7.7M across 32 accounts in assets under management.
How do I contact David Mandelblatt?
Contact details aren't on file yet. Search for Wealthprotect Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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