Wealth More Enterprise Inc

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Wealth More Enterprise Inc
CRD #324763
SEC #801-130220
CIK #
AUM $0.1 M (2026-04-21)
Employees 10 (60% Investors, 0% Brokers)
Phone888-303-6361
Address1900 Market Street
Philadelphia, PA 19103
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($k)
1209672482402010201520212027
AUM Breakdown Accounts AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals) 89 99.7
(b) Individuals (high net worth individuals) 0 0.0
(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 89 99.7
By Discretionary
Discretionary 89 99.7
Non-Discretionary 0 0.0
Total 89 99.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 99.7
Total 89 99.7
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