Wealth Management Corporation of America provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Wealth Management Corporation of America reports 1,641 clients. They include 1,602 individual clients and 39 high-net-worth individuals. Of its assets, 99.7% ($241M across 1,610 accounts) are managed with discretion; $821K across 31 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 70% |
| High-net-worth individuals | 2% | 30% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,602 | $170M | 70.3% | $106K |
| High-net-worth individuals | 39 | $71.7M | 29.7% | $1.84M |
| Total | 1,641 | $242M | 100% | $147K |
- Clients
- 1,602
- Regulatory AUM
- $170M
- AUM share
- 70.3%
- Avg. per client
- $106K
- Clients
- 39
- Regulatory AUM
- $71.7M
- AUM share
- 29.7%
- Avg. per client
- $1.84M
Total
- Clients
- 1,641
- Regulatory AUM
- $242M
- AUM share
- 100%
- Avg. per client
- $147K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wealth Management Corporation of America charges 0.50%–1.50% a year for its Advisory fee. The fee is billed in advance and is negotiable.
Fee details and sources
William Horak owns 75% or more of Wealth Management Corporation of America. The leadership team of Wealth Management Corporation of America includes President William Horak. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Wealth Management Corporation of America, Inc.
William Horak
Control person · since August 1988
Wealth Management Corporation of America’s regulatory assets grew 1.6× from $156M (March 2021) to $242M (March 2026); clients rose from 701 to 1,641 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $242M | 1,641 | 6 | 1 |
| Feb 2025February 2025 | $209M | 1,325 | 6 | 1 |
| Feb 2024February 2024 | $180M | 974 | 5 | 1 |
| Mar 2023March 2023 | $155M | 1,063 | 5 | 1 |
| Mar 2022March 2022 | $176M | 820 | 6 | 1 |
| Mar 2021March 2021 | $156M | 701 | 6 | 1 |
Besides its headquarters, Wealth Management Corporation of America has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2941 Kerry Forest Parkway, TallahasseeHQ
Contact and registration details
- Legal name
- Wealth Management Corporation of America, Inc.
- Headquarters
- 2941 Kerry Forest Parkway, Tallahassee, FL 32309-6825
- Website
- wealthmanagementcorp.com
- Phone
- 850-894-7526
- SEC file
- 801-118733
- Structure
- Florida corporation
- Fiscal year end
- December
Wealth Management Corporation of America’s named custodian for separately managed accounts is Charles Schwab ($242M). Wealth Management Corporation of America has custody of $74.8M for 407 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $242M100%
At year end, Wealth Management Corporation of America’s separately managed accounts were mostly in funds (60%) and stocks (24%).
What the accounts hold
- Stocks24%
- Funds60%
- Cash16%
How many clients does Wealth Management Corporation of America have?
Wealth Management Corporation of America has 1,641 clients and manages $242 million for them, as of March 2026. They include 1,602 individual clients and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Wealth Management Corporation of America offer?
Wealth Management Corporation of America provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Management Corporation of America charge?
Wealth Management Corporation of America charges 0.50%–1.50% a year for its Advisory fee. The fee is billed in advance and is negotiable.
Source: WEALTH MANAGEMENT CORP AMENDED FORM ADV, PART 2, filed 25 March 2026
Which custodians does Wealth Management Corporation of America use?
Wealth Management Corporation of America’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $242M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Wealth Management Corporation of America have?
Wealth Management Corporation of America has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Management Corporation of America invest in?
At the end of its last fiscal year, Wealth Management Corporation of America’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities and 16% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Management Corporation of America?
Wealth Management Corporation of America’s direct owner is William Horak (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Wealth Management Corporation of America get paid?
Wealth Management Corporation of America is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Management Corporation of America?
Wealth Management Corporation of America’s main office is at 2941 Kerry Forest Parkway, Tallahassee, FL 32309-6825. Its phone number is 850-894-7526. Its website is wealthmanagementcorp.com.