{"url":"https://nivawealth.com/firms/wealth-management-corporation-of-america-109576","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109576","regulatoryAum":241535549,"crd":"109576","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7041103","suffix":null,"lastName":"Clifford","firstName":"Joshua","middleName":"Alexander"},{"crd":"7490667","suffix":null,"lastName":"Horak","firstName":"Ryan","middleName":"Stuart"},{"crd":"1462594","suffix":null,"lastName":"HORAK","firstName":"WILLIAM","middleName":"STUART"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":155633355,"clients":701,"employees":6,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":175941658,"clients":820,"employees":6,"offices":1},{"filedOn":"2023-03-20","regulatoryAum":155016378,"clients":1063,"employees":5,"offices":1},{"filedOn":"2024-02-17","regulatoryAum":180068469,"clients":974,"employees":5,"offices":1},{"filedOn":"2025-02-19","regulatoryAum":208908999,"clients":1325,"employees":6,"offices":1},{"filedOn":"2026-03-25","regulatoryAum":241535549,"clients":1641,"employees":6,"offices":1}],"secFileNumber":"801-118733","legalName":"Wealth Management Corporation of America, Inc.","displayName":"Wealth Management Corporation of America","slug":"wealth-management-corporation-of-america-109576","website":"https://wealthmanagementcorp.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"2941 Kerry Forest Parkway","city":"Tallahassee","state":"FL","stateName":"Florida","country":"United States","postalCode":"32309-6825"},"tradeNames":[],"registration":{"secApproved":"15 May 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1988."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2941 Kerry Forest Parkway","city":"Tallahassee","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"850-894-7526","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":24},{"label":"Securities issued by registered investment companies or business development companies","percent":60},{"label":"Cash and cash equivalents","percent":16}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/109576/PDF/109576.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025480","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wealth Management Corporation of America have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Management Corporation of America offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealth Management Corporation of America charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Management Corporation of America use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Management Corporation of America have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Management Corporation of America invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealth Management Corporation of America?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Management Corporation of America get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wealth Management Corporation of America?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}