Wealth Management Corp Of America Inc (Tallahassee)

Name: Wealth Management Corp Of America Inc
Address: 2941 Kerry Forest Pkwy, Tallahassee, FL, 32309 6825
Telephone: 850-894-7526

Wealth Management Corp Of America Inc is an adviser based in Tallahassee. It manages $57.43 million of regulatory assets for 777 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and Texas.

Wealth Management Corp Of America provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Management Corp Of America: assets under management

The assets under management (AUM) of Wealth Management Corp Of America Inc is $57.43 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $55.63 million in discretionary accounts and $1.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $85.92 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wealth Management Corp Of America Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Management Corp Of America Inc

William Stuart Horak has been acting as President since 1 Aug 1988. Trent Eugene Meewes joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Stuart Horak	President	1 Aug 1988	50% - 75%	1462594
Trent Eugene Meewes	Vice president	1 Aug 1993	25% - 50%	2459750
William Stuart Horak	Chief compliance officer	1 Sep 2004	50% - 75%	1462594

Based in Tallahassee

The principal office where Wealth Management Corp Of America Inc performs its advisory services is located at 2941 Kerry Forest Pkwy, Tallahassee, FL 32309 6825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 850-894-7526 or by fax 850-894-7363. The normal business hours are 9:00a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.wealthmanagementcorp.com.