WEALTH MANAGEMENT CORPORATION
Total AUM
$241.5M
Employees
6Clients
1,641Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2941 KERRY FOREST PARKWAY
TALLAHASSEE
FL 32309-6825
United States
TALLAHASSEE
FL 32309-6825
United States
Operating Hours
9:00A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
850-894-7526
Financials
Total AUM
$241.5M
Accounts
1,641Discretionary
$240.7M
Accounts
1,610Non-Discretionary
$820.7K
Accounts
31
Clients
Individual Clients
1,602AUM
$169.8M
HNW Individual Clients
39AUM
$71.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALFLGALANCNYPASCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.