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WEALTH MANAGEMENT CORPORATION

TALLAHASSEE, FL · CRD 109576 · IAPD ↗ · wealthmanagementcorp.com · 850-894-7526

$241.5MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — WEALTH MANAGEMENT CORPORATION notice-filed in NY, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2025 — WEALTH MANAGEMENT CORPORATION notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
December 2024 — WEALTH MANAGEMENT CORPORATION now reports custody of client assets ($29.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.