W
$99.7K Total AUM
$99.7K Disc. AUM
-- 3Y CAGR
10 Employees
89 ADV. Clients
4 yrs Firm Age
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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2022
- Office Locations
- 7
Office Locations
1900 Market Street Philadelphia PA
-- Jamaica Estates NY
-- NEW York NY
About Wealth More Enterprise, Inc.
WealthMore Enterprises Inc. is an SEC-registered RIA offering subscription-based investing and advice via a mobile app. Clients get a dedicated wealth advisor, 1:1 planning support, and advisor-led, primarily ETF portfolios monitored on an ongoing basis, with in-app text/chat/call access and investor communities. Investment accounts are custodied at Apex Clearing.
Team overview
43 AVG AGE
$16.6K AVG AUM / ADVISOR
$1.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICAL YAMELEY JEANLYS
Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Cory Adeoye Falade
--
- CRD
- #7567080
Available
Available
Available
Desiree Fisher
Associate Financial Advisor
- CRD
- #7419958
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,736 | $1,121 |
| Non-Discretionary | $0 | -- |
| Total | $99,736 | $1,121 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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