Overview
Assets Under Management: $242 million
Headquarters: TALLAHASSEE, FL
High-Net-Worth Clients: 39
Average Client Assets: $1.8 million
Frequently Asked Questions
WEALTH MANAGEMENT CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109576), WEALTH MANAGEMENT CORPORATION is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT CORPORATION is headquartered in TALLAHASSEE, FL.
WEALTH MANAGEMENT CORPORATION serves 39 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT CORPORATION offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WEALTH MANAGEMENT CORPORATION manages $242 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, WEALTH MANAGEMENT CORPORATION serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.70%
Average Client Assets: $1.8 million
Total Client Accounts: 1,641
Discretionary Accounts: 1,610
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 109576
Filing ID: 2051571
Last Filing Date: 2026-03-25 09:54:26