WEALTH MORE ENTERPRISE, INC.

Overview

Wealth More Enterprise, Inc. is an independent registered investment adviser structured as a corporation and SEC-registered in 2024. It is individually owned and focuses on serving individual and family clients, with advisory services concentrated on financial planning and portfolio management for individuals and small businesses. The firm charges clients using a mix of percentage-of-assets and fixed-fee arrangements. It does not position itself as a capital allocator, is not an active ESG investor, and is registered to operate in multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices