Wealth Management Corporation of America, Inc.
● SEC registered since 2020CRD 109576SEC# 801-118733Tallahassee, FL
Reg. AUM
$241.5M
Employees
6
Accounts
1,641
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 $241.5 million in regulatory assets under management and employs 6 people.
Wealth Management Corporation of America, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Stuart Horak Control | President/Chief Compliance Officer | Over 75% | 1988 |
Frequently asked questions
How much does Wealth Management Corporation of America, Inc. manage?
Wealth Management Corporation of America, Inc. reports $241.5 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
| Address | 2941 Kerry Forest Parkway, Tallahassee, FL 32309-6825 |
| Phone | 850-894-7526 |
| Fax | 850-894-7363 |
| Office hours | 9:00a.m.-5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241.5M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$241.5Mregulatory AUM
Discretionary $240.7MNon-discretionary $821K