Wealth Management Corporation
Wealth Management Corporation (CRD# 109576) is a financial advisory firm headquartered in Tallahassee, FL. They manage $180,068,469 in 1,742 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management180MILLION
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Total Number of Accounts1,742ACCOUNTS
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Average Account Value$103,369
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, GA, LA, NC, TN, TX, VA
Financial Advisors at Wealth Management Corporation
1
William Horak (CRD# 1462594) is an Investment Advisor Representative working at Wealth Management Corporation in Tallahassee, FL and has over 9 years of experience in the finance industry.
2
Ryan Horak (CRD# 7490667) is an Investment Advisor Representative working at Wealth Management Corporation in Tallahassee, FL and has 1 year of experience in the finance industry.
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