Wealth Management Corporation
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About the firm
Wealth Management Corporation has provided comprehensive wealth management and financial planning services from its Tallahassee, Florida office for decades. The firm serves individuals, high-net-worth families, businesses, trusts, foundations, pension plans, and nonprofit organizations through a relationship-focused approach. It is registered with the U.S. Securities and Exchange Commission as an investment adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, retirement planning, estate planning coordination, and business and institutional advisory services for businesses, foundations, pension plans, trusts, and nonprofit organizations.
Who they serve
Individuals, high-net-worth families, corporations, foundations, pension and profit-sharing plans, trusts, and nonprofit organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,602 | $170M |
| High Net Worth Individuals | 39 | $72M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealth Management Corporation has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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