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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.