Wealth Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm primarily constructs and manages individualized no‑load mutual fund and ETF portfolios, providing mostly discretionary portfolio management with custodial services through Charles Schwab Institutional.
The firm describes a five-step investment process—identify risk, research and analysis (including direct engagement with no‑load fund managers), implementation, ongoing monitoring with daily account updates and account‑by‑account trading, and quarterly reporting and reviews. It uses charting, fundamental and technical analysis across long‑term, short‑term and trading strategies and allows clients to impose reasonable account restrictions.
Wealth Management Corporation serves roughly 1,641 client accounts with three advisors—about 547 accounts per advisor—an arrangement that is uncommon among supported firms and indicates a high client load per adviser. The brochure notes reliance on affiliated back‑office and technology support (including one support firm manager who spends approximately 40 hours per week) and discloses that principals hold insurance licenses and a broker‑dealer affiliation and may recommend annuities or insurance products for which they could receive commissions, a potential conflict of interest.
Client services
Expertise
Fee options
Flat fee for managing an income portfolio at 0.5% annually (0.125% quarterly)
$0 - $250,000: 1.5% annually (0.375% quarterly) $250,001 - $499,999: 0.8% annually (0.20% quarterly) $500,000+: 0.5% annually (0.125% quarterly)
Commissions received on insurance products and securities transactions through Registered Representative activities (not part of advisory fees)
Account minimum: $250,000 Minimum fee: $50 quarterly for accounts with balances under $15,000 Fee-only: Advisory fees only; no commissions on advisory services
Main office
2941 Kerry Forest Parkway
Tallahassee FL 32309
Advisors at this office
3
Most active in
Alabama · Florida · Georgia · Louisiana · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Wealth Management Corp · Wealth Management Corp Of America Inc · Wealth Management Corporation · Wealth Management Corporation Of America, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan H
CFP®
Tallahassee, FL
Wealth Management Corporation
Ryan Horak is a CFP® professional at Wealth Management Corporation in Tallahassee, FL, with four years of experience in the financial industry. He is also the managing member of Prudent Wealth Management LLC and operates a real estate business under Passage Real Estate. Wealth Management Corporation provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, focusing on individualized no-load mutual fund and ETF portfolios with mostly discretionary management. The firm employs a structured five-step investment process and supports a high client load among its three advisors.
Joshua C
CFP®
Tallahassee, FL
Wealth Management Corporation
Joshua Clifford is a CFP® professional with eight years of experience at Wealth Management Corporation and one year at Precision Wealth Strategies. He previously held positions at Carr Allison, P.A., Pennington, P.A., and Flagler College. He is based in Tallahassee, FL. Wealth Management Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm primarily manages individualized no-load mutual fund and ETF portfolios through discretionary portfolio management, employing a five-step investment process that includes risk identification, research, implementation, monitoring, and reporting.
William H
CFP®, Series 63
Tallahassee, FL
Wealth Management Corporation
William Horak is a CFP® with 39 years of experience in the financial industry. He is a principal at Wealth Management Corporation in Tallahassee, FL, where he has worked since 1989. Prior to and concurrent with this role, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advising, he holds an insurance license as a life and fixed annuity agent. Wealth Management Corporation provides investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charities, and business entities. The firm primarily manages no-load mutual fund portfolios using a documented five-step process that includes risk assessment, fund research, implementation, daily monitoring, and quarterly reviews, distinguishing itself with a high client-to-advisor ratio and centralized investment decision-making.
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