# Wealth More Enterprise, Inc.

> Wealth More Enterprise, Inc. is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 324763
- Filed as: WEALTH MORE ENTERPRISE, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324763
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-more-enterprise-inc-philadelphia-pa-324763

## Quick answers

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

**Where is Wealth More Enterprise, Inc. located?**
Wealth More Enterprise, Inc.'s principal office is in Philadelphia, PA, according to its Form ADV.

**Is Wealth More Enterprise, Inc. registered with the SEC or a state?**
Wealth More Enterprise, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 324763.

**How much does Wealth More Enterprise, Inc. manage?**
Wealth More Enterprise, Inc. reports $99,736 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).

**How have Wealth More Enterprise, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Wealth More Enterprise, Inc.: Regulatory assets under management: $0 in the October 2023 data and $99,736 in the October 2026 data. Total employees: 4 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth More Enterprise, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89).

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

**Does Wealth More Enterprise, Inc. 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/324763

**What changed in Wealth More Enterprise, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $76,000 to $99,736 (+31%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

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: $99,736
- Discretionary: $99,736
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 89 | $99,736 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, LA, NC, NE, NH, NJ, NV, NY, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [getwealthmore.com](https://getwealthmore.com)
- [hellowealthmore.com](https://hellowealthmore.com)
- [joinwealthmore.com](https://joinwealthmore.com)
- [wealthmore.net](https://wealthmore.net)
- Facebook @wealthmoreforall
- Instagram @wealthmoreforall

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | September 15, 2023 |
| October 2024 | $115,332 | 8 | September 10, 2024 |
| October 2025 | $76,000 | 10 | March 31, 2025 |
| October 2026 | $99,736 | 10 | April 21, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $99,736 in the October 2026 data.
Total employees: 4 in October 2023 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $76,000 to $99,736 (+31%).

### February 2026
- Registered or notice-filed in CA, FL, GA, IL, LA, NC, NE, NH, NJ, NV, NY, PA, TN, TX.

### January 2026
- No longer registered or notice-filed in CA, FL, GA, IL, LA, NC, NE, NH, NJ, NV, NY, PA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth More Enterprise, Inc. (CRD 324763): Form ADV filing data as of October 2026.