CRD: 109576
Wealth Management Corporation
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-26-1990
- Office Locations
- 1
Office Locations
About Wealth Management Corporation
Wealth Management Corporation is a Tallahassee, FL–based registered investment adviser providing wealth management and financial planning, including estate planning and insurance support. The firm serves retail clients, including entrepreneurs, and builds portfolios using an asset-allocation approach with mutual funds and ETFs, with an emphasis that can include socially responsible investing and annuity solutions. Custody is primarily at Charles Schwab.
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Owner & Executives
WILLIAM STUART HORAK
Chief Compliance Officer, President
- CRD
- #1462594
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joshua Alexander Clifford
--
- CRD
- #7041103
Ryan Stuart Horak
--
- CRD
- #7490667
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,714,802 | $149,512 |
| Non-Discretionary | $820,747 | $26,476 |
| Total | $241,535,549 | $147,188 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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