# Wealth Management Corporation

> Wealth Management Corporation is an SEC-registered investment advisory firm in Tallahassee, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 109576
- Filed as: WEALTH MANAGEMENT CORPORATION
- Legal name: Wealth Management Corporation of America, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tallahassee, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109576
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-corporation-tallahassee-fl-109576

## Quick answers

**How is Wealth Management Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Corporation reports these compensation arrangements: a percentage of assets under its management.

**Where is Wealth Management Corporation located?**
Wealth Management Corporation's principal office is in Tallahassee, FL, according to its Form ADV.

**Is Wealth Management Corporation registered with the SEC or a state?**
Wealth Management Corporation is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 109576.

**How much does Wealth Management Corporation manage?**
Wealth Management Corporation reports $241,535,549 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Wealth Management Corporation's assets and staff changed since 2021?**
In the Form ADV data for Wealth Management Corporation: Regulatory assets under management: $155,633,355 in the October 2021 data and $241,535,549 in the October 2026 data, up 55%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Management Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,602); high net worth individuals (39).

**Which custodians does Wealth Management Corporation use?**
Wealth Management Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Management Corporation report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109576

**Does Wealth Management Corporation state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The Advisor’s minimum account size for new clients is $250,000 in assets. The Advisor will continue to service existing accounts that do not satisfy the minimum."

**What changed in Wealth Management Corporation's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $208,908,999 to $241,535,549 (+16%). Registered or notice-filed in NY, SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $250,000

> The Advisor’s minimum account size for new clients is $250,000 in assets. The Advisor will continue to service existing accounts that do not satisfy the minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $241,535,549
- Discretionary: $240,714,802
- Non-discretionary: $820,747

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,602 | $169,792,148 |
| High net worth individuals | 39 | $71,743,401 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, NC, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthmanagementcorp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $155,633,355 | 6 | March 31, 2021 |
| October 2022 | $175,941,658 | 6 | March 23, 2022 |
| October 2023 | $155,016,378 | 5 | March 20, 2023 |
| October 2024 | $180,068,469 | 5 | February 17, 2024 |
| October 2025 | $208,908,999 | 6 | February 19, 2025 |
| October 2026 | $241,535,549 | 6 | March 25, 2026 |

Regulatory assets under management: $155,633,355 in the October 2021 data and $241,535,549 in the October 2026 data, up 55%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $208,908,999 to $241,535,549 (+16%).
- Registered or notice-filed in NY, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Corporation (CRD 109576): Form ADV filing data as of October 2026.