# Wealth Management Institute Ltd.

> Wealth Management Institute Ltd. is a state-registered investment advisory firm, registered since 1992, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 119699
- Filed as: WEALTH MANAGEMENT INSTITUTE LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119699
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-institute-ltd-119699

## Quick answers

**How is Wealth Management Institute Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Institute Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealth Management Institute Ltd. registered with the SEC or a state?**
Wealth Management Institute Ltd. is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 119699.

**How much does Wealth Management Institute Ltd. manage?**
Wealth Management Institute Ltd. reports $33,378,858 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (95% discretionary).

**What types of clients does Wealth Management Institute Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (33); charitable organizations (1).

**Does Wealth Management Institute Ltd. 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/119699

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $33,378,858
- Discretionary: $31,558,211
- Non-discretionary: $1,820,647

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $9,419,392 |
| High net worth individuals | 33 | $23,653,775 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $305,691 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 1992 (34 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthmanagementpro.com
- Facebook @WEALTHMANAGEMENTINSTITUTELTD
- LinkedIn @CAMERON-BELL-MAS-CFP-9386B2B
- X @WEALTHMGMTINST

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Institute Ltd. (CRD 119699): Form ADV filing data as of October 2026.