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| Wealth Management Corporation of America Inc
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| CRD # | 109576 |
| SEC # | 801-118733 |
| CIK # | |
| AUM | 241.5 M (2026-03-25) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 850-894-7526 |
| Address | 2941 Kerry Forest Parkway Tallahassee, FL 32309-6825 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure] |
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Fees and Compensation
Form ADV Part 2A, Item 5
Fees for investment advisory services are payable quarterly in advance. The fee schedule for the advisory
service is based on the total market value of assets under management.
Account Size* Quarterly Fees (Annualized)
First $250,000 .375% of assets 1.5%
From $250,001 - $499,999 .20 % of assets .8%
$500,000 and over .125% of assets .5%
* The firm reserves the right, at its sole discretion, to assess a quarterly fee of $50 for accounts with balances
under $15,000.
In addition, the firm manages an income portfolio for a flat fee.
.125% of assets .5%
The fees described above may be for multiple account management services. Fees are negotiable under
limited circumstances. A pro-rata formula based on a 92-day quarter is used when establishing a new account
in the middle of a quarter or when additional funds are added to the managed account in the middle of the
quarter. Clients are billed only for the time their assets are under management and lower fees for comparable
services may be available from other sources.
With respect to the payment of fees, (1) the advisory client provides written authorization permitting the
advisor’s fees to be paid directly from the client’s account held by an independent custodian or trustee; (2) the
Advisor sends to the client and the custodian or trustee at the same time a bill showing the amount of fee, the
value of client assets on which the fee was based and the specific manner in which the Advisor’s fee was
calculated; and (3) the custodian or trustee agrees to send to the client a statement, at least quarterly,
indicating all amounts disbursed from the account including the amount of advisory fees paid directly to the
Advisor.
For accounts of Advisor’s clients maintained in custody at Schwab, Schwab will not charge the client separately
for custody. Instead, Schwab will receive compensation from clients in the form of commissions or other
transaction-related compensation on securities trades executed through Schwab. Schwab also may receive a
fee (generally lower than the applicable commission on trades it executes) for clearance and settlement of
trades executed through broker-dealers other than Schwab. Schwab’s fees for trades executed at other
broker-dealers are in addition to the other broker-dealer’s fees. Thus, Advisor may have an incentive to cause
trades to be executed through Schwab rather than another broker-dealer. Advisor, nevertheless,
acknowledges its duty to seek best execution of trades for client accounts.
Trades for client accounts held in custody at Schwab may be executed through a different broker-dealer than
trades for Advisor’s other clients. Thus, trades for accounts custodied at Schwab may be executed at different
times and different prices than trades for other accounts that are executed at other broker-dealers. In the event
that the client terminates their account agreement with the Advisor prior to the end of the quarter Wealth
Management Corporation will reimburse fees pro rata based on the number of days the client utilized the
Advisors services.
Performance-Based Fees and Side-By-Side Management
Form ADV Part 2A, Item 6
Not applicable/None |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026) [Brochure] |
|---|
Types of Clients
Form ADV Part 2A, Item 7
The firm generally provides investment advice to individuals, high net worth individuals, pension plans, profit
sharing plans, charitable organizations, corporations, and other business entities. The Advisor’s minimum
account size for new clients is $250,000 in assets. The Advisor will continue to service existing accounts that
do not satisfy the minimum. The Advisor may also, at its discretion, accept accounts that do not satisfy the
minimum if the Advisor believes that in a reasonable period the client will increase assets managed by the
Advisor to the minimum, or if a client account may be the initial of two or more related accounts that together
will satisfy the minimum or other special circumstances exist.
The firm reserves the right, at its sole discretion, to assess a quarterly fee of $50 for accounts with balances
under $15,000.
Methods of Analysis, Investment Strategies and Risk of Loss
Form ADV Part 2A, Item 8
The methods of securities analysis employed by the firm are charting, fundamental analysis and technical
analysis. Wealth Management utilizes sources of public information including financial news and research
materials in addition to specialized software programs. The investment strategies used by the firm are long
term (securities held for at least one year), short term (securities sold within one year) and trading (securities
sold within thirty days.) Subject to suitability requirements, we generally advise the long-term purchase of
mutual funds and/or ETFs. When pursuing our long-term strategy, we are assuming the financial markets will
go up in the long-term which may not be the case. There is also the risk that the segments of the markets that
you are invested in, or perhaps just your individual investment, will go down over time even if the financial
markets advance. In addition, purchasing investments long-term may create opportunity cost – “locking up”
assets that may be better utilized in other short-term investments.
Investing in mutual funds and/or ETFs involves the assumption of risk including:
• The risk that an actively managed mutual fund’s and/or ETF’s investment advisor will fail to execute the
funds stated investment strategy.
• The risk that the stock market will decline, decreasing the value of the securities contained within the
mutual funds and/or ETFs we recommend to you.
• The risk that a group of stocks in a single industry will decline in price due to adverse developments in
that industry, decreasing the value of mutual funds and/or ETFs that are significantly invested in that
industry.
• The risk that the rate of price increases in the economy deteriorates the returns associated with the
mutual fund and/or ETFs.
Listed above are some of the primary risks associated with the way the Advisor recommends investments to
you. Please do not hesitate to contact us to discuss these risks and others in more detail.
Investing in securities involves risk of loss that the client should be prepared to bear. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,602 | 169.8 |
| (b) Individuals (high net worth individuals) | 39 | 71.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,641 | 241.5 |
| By Discretionary | ||
| Discretionary | 1,610 | 240.7 |
| Non-Discretionary | 31 | 0.8 |
| Total | 1,641 | 241.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.5 | |
| Total | 1,641 | 241.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Position Wealth LLC
✚
|
TX | 242.1 M |
|
Vanderbilt Avenue Asset Management LLC
✚
|
NY | 241.9 M |
|
1620 Investment Advisors Inc
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MA | 241.6 M |
|
Constitution Capital LLC
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|
CT | 241.3 M |
|
TABR Capital Management LLC
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|
CA | 241.2 M |
|
Bland Garvey Wealth Advisors LLC
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|
TX | 241.2 M |
|
Barnstone Advisors LLC
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|
PA | 241.1 M |
|
Assured Retirement Financial Group Inc
✚
|
MN | 241.0 M |
|
Greybull Partners LLC
✚
|
GA | 241.0 M |
|
Bassam Wealth Management LLC
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|
FL | 241.0 M |