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WEALTH MORE ENTERPRISE, INC.
CRD 324763 · SEC 801-130220
1900 MARKET STREET, PHILADELPHIA, PA, 19103, United States
Phone
888-303-6361
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100K
Discretionary AUM
$100K
Team
10 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $100K |
States served
AZ, CA, CO, GA, IL, LA, NE, NV, NJ, NY, NC, PA, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD