Wealth Management Corporation Of America, Inc.
- Regulatory AUM
- $242M
- Discretionary
- $241M
- Clients
- 1,641
- Avg AUM / client
- $147K
- Accounts
- 1,641
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,602 | $170M | 70.3% |
| High net worth individuals | 39 | $71.7M | 29.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cosmos Corporation 401 K Profit Sharing Plan Cosmos Corporation | 2024 | |
| Spee Dee Delivery Service, Inc Retirement Plan Spee Dee Delivery Service, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Stuart Horak | President/Chief Compliance Officer | CFP | Aug 1988 (38y) | 50% – 75% |
| Ryan Stuart Horak | Registered representative | CFP | Feb 2022 (4y) | |
| Joshua Alexander Clifford | Registered representative | CFP | May 2025 (1y) |
Undisclosed: 25% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cosmos Corporation 401 K Profit Sharing Plan | Cosmos Corporation | 164 | $12.3M | 01/01/2024 |
| Spee Dee Delivery Service, Inc Retirement Plan | Spee Dee Delivery Service, Inc. | 1,141 | $52.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $242M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗