WEALTH MANAGEMENT CORPORATION
WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. Legal Name
Adviser information for WEALTH MANAGEMENT CORPORATION last updated from Form ADV on February 17th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,716 | $179.5M |
| Non-Discretionary | 26 | $579,372 |
| Total | 1,742 | $180.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 937 | $111.6M |
| HNW Individuals | 37 | $67.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $603,978 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-118733 |
|---|---|
| SEC ERA File Number | 801-118733 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109576 |
| Legal Entity Identifier | None |
Principal Office
2941 KERRY FORREST PARKWAYTALLAHASSEE
FL
United States
Monday - Friday, 9:00A.M.-5:00 P.M.
Tel: 850-894-7526, Fax: 850-894-7363
Websites
Chief Compliance Officer
WILLIAM HORAK
PRESIDENT
2941 KERRY FOREST PKWY
TALLAHASSEE
FL
United States
Tel:
850-894-7526
Fax:
850-894-7363
B***@***********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HORAK, WILLIAM, STUART | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 08/1988 | 50-75% |