WEALTH MANAGEMENT INSTITUTE LTD.
CRD 119699
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$33.4M
Discretionary AUM
$31.6M
Team
2 total employees; 2 advisory reps; 65 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; EDUCATIONAL EVENT FEES
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $9.4M |
| High net worth individuals | 33 | $23.7M |
| Charitable organizations | 1 | $306K |
All web addresses on file
Official SEC filing: View on IAPD