WEALTH MANAGEMENT CORPORATION

Overview

Wealth Management Corporation is an independent registered investment adviser focused on fee-based relationships with individuals and families. The firm, SEC-registered in 2020 and owned by an individual, runs a percentage-of-AUM fee model and provides financial planning plus portfolio management for individual clients, small businesses and institutions. Its investment activity centers on pooled public funds and mutual funds as the backbone of client portfolios, combined with select allocations to real estate through third-party external managers and the use of annuity products where appropriate. The firm operates primarily on a discretionary basis, managing the majority of client assets with delegated authority. Wealth Management Corporation does not position itself as an ESG specialist, is not a multi-state adviser, and does not operate as a capital allocator. Its advisory services emphasize ongoing portfolio construction and financial planning rather than institutional pension consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices