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WEALTH MANAGEMENT CORPORATION
Legal name: WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.
CRD 109576File 801-118733
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$241.5M
Below cohort median (national)
Discretionary AUM
$240.7M
Non-discretionary $821K
Clients
1,641
1,641 accounts
Employees
6
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 15, 2020
- Principal office
- 2941 KERRY FOREST PARKWAY, TALLAHASSEE, FL, 32309-6825
- Phone
- 850-894-7526
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $241.5M
- Discretionary AUM
- $240.7M
- Non-discretionary AUM
- $821K
- Discretionary accounts
- 1,610
- Non-discretionary accounts
- 31
- Total accounts
- 1,641
- AUM per client
- $147K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $71.7M |
| Individuals (other than high net worth individuals) | 1,602 | $169.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,325 | 1,641 | increased by316 |
| Apr 1, 2026 | AUM | $208,908,999 | $241,535,549 | increased by$32,626,550 |
| Apr 1, 2026 | Accounts | 1,325 | 1,641 | increased by316 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 820 | 1,325 | increased by505 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $175,941,658 | $208,908,999 | increased by$32,967,341 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,505 | 1,325 | decreased by180 |
| Apr 1, 2022 | Clients | 701 | 820 | increased by119 |
| Apr 1, 2022 | AUM | $155,633,355 | $175,941,658 | increased by$20,308,303 |
| Apr 1, 2022 | Accounts | 1,202 | 1,505 | increased by303 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.