Wealth Management Corp

Wealth Management Corp (CRD# 109576) is a financial advisory firm headquartered in Tallahassee, FL. They manage $66,737,482 in 946 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $70,547
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, TX

Financial Advisors at Wealth Management Corp
Showing 1 - 2 of 2 top financial advisors.
1
John M. Kurowski
CRD#: 2318025
2941 Kerry Forrest Parkway, Tallahassee, FL 32309
93
Wealthminder
score

John Kurowski (CRD# 2318025) is an Investment Advisor Representative working at Wealth Management Corp in Tallahassee, FL and has over 23 years of experience in the finance industry.

2
William S. Horak
CRD#: 1462594
2941 Kerry Forest Parkway, Tallahassee, FL 32309
92
Wealthminder
score

William Horak (CRD# 1462594) is an Investment Advisor Representative working at Wealth Management Corp in Tallahassee, FL and has over 2 years of experience in the finance industry. William Horak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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