PHILADELPHIA, PACRD 324763Latest ADV April 21, 2026
Wealth More Enterprise, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated April 21, 2026, reports $99,736 in regulatory assets under management, 10 employees, 5 offices, and 89 accounts.
Assets Under Management
$100K
Employees
10
Offices
5 offices
Total Clients
89
Primary office
PHILADELPHIA, PA
1900 MARKET STREET, PHILADELPHIA, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
89
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Kas of April 21, 2026
Discretionary100.0%
$100K
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$100K
Total Accounts89
10Y AUM Change+$100K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee9:1
10Y Employee Change+6 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.