WEALTH MANAGEMENT CORPORATION

2941 Kerry Forrest Parkway
Tallahassee, Florida 32309-6825
Tel: 850-894-7526

About WEALTH MANAGEMENT CORPORATION

WEALTH MANAGEMENT CORPORATION, formally registered with the SEC as WEALTH MANAGEMENT CORPORATION. The firm was established in 05/15/2020. They have over 1 offices throughout the country.

WEALTH MANAGEMENT CORPORATION is a Tallahassee, Florida based Financial Planning firm with nearly $208,908,999 assets under management, offering retirement planning & investment advisory services to 1325 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109576
SEC#	801-118733
Assets Managed by Firm	$208,908,999
No. of Clients	1325
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1325	$208,908,999
Individuals (other than high net worth individuals)	1298	$160,917,903
High net worth individuals	27	$47,991,096

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