Investment adviser · CRD 162282

WEALTH MANAGEMENT CORPORATION

Investment adviser filing (IA)

WEALTH MANAGEMENT, LLC

KNOXVILLE, TN, United States · Form ADV filed Feb 27, 2017

Regulatory AUM
$117M
Form ADV · Item 5.F
Client accounts
417
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 27, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

504 EBENEZER ROAD
KNOXVILLE, TN, 37923, United States

CRD 162282

Filing source

Form ADV 1060341 · Feb 27, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.