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Wealth More Enterprise, Inc.

● SEC registered since 2024CRD 324763SEC# 801-130220Philadelphia, PA
Export (members)
Reg. AUM
$100K
Employees
10
Accounts
89
Location
Philadelphia, PA

Wealth More Enterprise, Inc. assets under management

Wealth More Enterprise, Inc. is a registered investment adviser overseen by the SEC based in Philadelphia, PA. The firm has been registered since 2024. It reports $99,736 in regulatory assets under management and employs 10 people.

Wealth More Enterprise, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mical Yameley Jeanlys ControlChief Executive Officer / Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Wealth More Enterprise, Inc. manage?

Wealth More Enterprise, Inc. reports $99,736 in regulatory assets under management on its Form ADV.

How many employees does Wealth More Enterprise, Inc. have?

Wealth More Enterprise, Inc. reports 10 employees.

Where is Wealth More Enterprise, Inc. located?

Wealth More Enterprise, Inc. is based in Philadelphia, PA and has been SEC-registered since 2024.

Does Wealth More Enterprise, Inc. disclose fund performance?

Wealth More Enterprise, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1900 Market Street, Philadelphia, PA 19103
Phone888-303-6361
Office hoursBy Appointment Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$100K▲ 31%
Mar '25 — $76KApr '25 — $76KMay '25 — $76KJun '25 — $76KJul '25 — $76KAug '25 — $76KSep '25 — $76KOct '25 — $76KNov '25 — $76KDec '25 — $76KJan '26 — $76KFeb '26 — $76KMar '26 — $100KApr '26 — $100KMay '26 — $100KJun '26 — $100K
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$100Kregulatory AUM
Discretionary $100K