# Wealth Management Institute, Inc.

> Wealth Management Institute, Inc. is a state-registered investment advisory firm in Lansing, MI, registered since 1995, with no regulatory assets under management reported in its Form ADV filing dated September 10, 2026.

- CRD: 122892
- Filed as: WEALTH MANAGEMENT INSTITUTE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lansing, MI
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122892
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-institute-inc-lansing-mi-122892

## Quick answers

**How is Wealth Management Institute, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Institute, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Wealth Management Institute, Inc. located?**
Wealth Management Institute, Inc.'s principal office is in Lansing, MI, according to its Form ADV.

**Is Wealth Management Institute, Inc. registered with the SEC or a state?**
Wealth Management Institute, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 122892.

**Does Wealth Management Institute, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122892

**What changed in Wealth Management Institute, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wminstitute.com
- Facebook @WEALTHMANAGEMENTINSTITUTEADVISORS
- LinkedIn @WEALTH-MANAGEMENT-INSTITUTE-FINANCIAL-ADVISORS

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Institute, Inc. (CRD 122892): Form ADV filing data as of October 2026.