RIA Intel›Advisers›Florida›WEALTH MANAGEMENT AMERICA, LLC

WEALTH MANAGEMENT AMERICA, LLC

Advisory

PALM BEACH GARDENS, FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in FL

#1,657

of 2,610 advisers by AUM

Average account

$525K

across 88 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$45M

Non-Discretionary AUM$1M

Discretionary %97.2%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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