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| Wealth Management Corporation of America Inc
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|---|---|
| CRD # | 109576 |
| SEC # | 801-118733 |
| CIK # | |
| AUM | $241.5 M (2026-03-25) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 850-894-7526 |
| Address | 2941 Kerry Forest Parkway Tallahassee, FL 32309-6825 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,602 | 169.8 |
| (b) Individuals (high net worth individuals) | 39 | 71.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,641 | 241.5 |
| By Discretionary | ||
| Discretionary | 1,610 | 240.7 |
| Non-Discretionary | 31 | 0.8 |
| Total | 1,641 | 241.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.5 | |
| Total | 1,641 | 241.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Position Wealth LLC
✚
|
TX | 0.2 |
|
Vanderbilt Avenue Asset Management LLC
✚
|
NY | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
Constitution Capital LLC
✚
|
CT | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |
|
Assured Retirement Financial Group Inc
✚
|
MN | 0.2 |
|
Greybull Partners LLC
✚
|
GA | 0.2 |
|
Bassam Wealth Management LLC
✚
|
FL | 0.2 |