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Wealth Management Corporation of America, Inc.

● SEC registered since 2020CRD 109576SEC# 801-118733Tallahassee, FL
Export (members)
Reg. AUM
$208.9M
Employees
6
Accounts
1,325
Location
Tallahassee, FL

Wealth Management Corporation of America, Inc. assets under management

Wealth Management Corporation of America, Inc. is an SEC-registered investment adviser based in Tallahassee, FL. The firm has been registered since 2020. It reports $208.9 million in regulatory assets under management and employs 6 people.
www.wealthmanagementcorp.comView on SEC.gov ↗

Wealth Management Corporation of America, Inc. owners & executives

1 reported
NameTitleOwnershipSince
William Stuart Horak ControlPresident/Chief Compliance OfficerOver 75%1988

Frequently asked questions

How much does Wealth Management Corporation of America, Inc. manage?

Wealth Management Corporation of America, Inc. reports $208.9 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Corporation of America, Inc. have?

Wealth Management Corporation of America, Inc. reports 6 employees.

Where is Wealth Management Corporation of America, Inc. located?

Wealth Management Corporation of America, Inc. is based in Tallahassee, FL and has been SEC-registered since 2020.

Does Wealth Management Corporation of America, Inc. disclose fund performance?

Wealth Management Corporation of America, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2941 Kerry Forrest Parkway, Tallahassee, FL 32309-6825
Phone850-894-7526
Fax850-894-7363
Office hours9:00a.m.-5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$208.2M
Non-discretionary$736K
Total (RAUM)$208.9M