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WEALTH MORE ENTERPRISE, INC.

PHILADELPHIA, PA · CRD 324763 · IAPD ↗ · joinwealthmore.com · 888-303-6361

$99,736Regulatory AUM
6Advisory reps
10Employees
0Clients
11-25Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — WEALTH MORE ENTERPRISE, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
February 2026 — WEALTH MORE ENTERPRISE, INC. changed its website from hellowealthmore.com to joinwealthmore.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
February 2026 — WEALTH MORE ENTERPRISE, INC. notice-filed in CA, FL, GA, IL, LA, NC, NE, NH, NJ, NV, NY, PA, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — WEALTH MORE ENTERPRISE, INC. added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
October 2024 — WEALTH MORE ENTERPRISE, INC. changed its website from getwealthmore.com to hellowealthmore.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
October 2024 — WEALTH MORE ENTERPRISE, INC. notice-filed in AZ, CA, CO, GA, IL, LA, NE, NH, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
October 2024 — WEALTH MORE ENTERPRISE, INC. grew from 2 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
October 2024 — WEALTH MORE ENTERPRISE, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
September 2024 — WEALTH MORE ENTERPRISE, INC. notice-filed in FL, NC, NJ, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2024 — WEALTH MORE ENTERPRISE, INC. (PHILADELPHIA, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
May 2024 — WEALTH MORE ENTERPRISE, INC. (PHILADELPHIA, PA) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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