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WEALTH MANAGEMENT INSTITUTE LTD.

Advisory

MD

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account

$226K

across 148 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$33M

Discretionary AUM$32M

Non-Discretionary AUM$2M

Discretionary %94.5%

Total Clients95

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD

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

95 clients

33 high-net-worth

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

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Advisers of similar size in MD

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

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FOXMAN ASSET ADVISORS INC.

$32M

BAYVIEW INVESTMENT COUNSEL, INC

STEVENSVILLE, MD

$35M

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