DBA: WEALTH MANAGEMENT CORPORATION
| Total AUM | $241.5M |
| Discretionary | $240.7M100% of AUM |
| Non-Discretionary | $821K |
| Client Accounts | 1,641 |
| Avg Account Size | $147K |
| Employees | 6 |
| Peak AUM | $241.5MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $242M | +15.6% | +15.9% | +9.2% | |
| Discretionary AUM | |||||
| Total AUM | $241.5M |
| Discretionary | $240.7M |
| Employees | 6 |
| Client Accounts | 1641 |
| Client Range | 0 |
Address
2941 KERRY FOREST PARKWAY
TALLAHASSEE FL 32309-6825
Phone
850-894-7526
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$241M
99.7% of AUM
Non-Discretionary
$820,747
0.3% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +6.2% /yrover 25 yrs · 34 filings |
Total AUM
$242M
| $241M |
| +15.6% |
| +16.2% |
| +9.6% |
| Non-Disc. AUM | $820,747 | +11.5% | 20.1% | 24.0% |
| Total Accounts | 2k | +23.8% | +1.9% | +6.4% |
| Avg Account Size | $147,188.025 | 6.6% | +13.7% | +2.6% |
| Employees | 6 | 0.0% | +6.3% | 0.0% |
| AUM / Employee | $40M | +15.6% | +9.1% | +9.2% |
Client AUM Segments | |||||
| Wealth AUM | $242M | +15.6% | +16.0% | +9.2% | |
Client Count Segments | |||||
| HNW Clients | 2k | +23.4% | +17.2% | +19.4% | |
| Individuals | 39 | +44.4% | 16.9% | 1.5% | |