Wtm Wealth Management Corporation (Cheyenne)

Name: Wtm Wealth Management Corporation
Address: 4725 E. 13 Th Street, Cheyenne, WY, 82001
Telephone: 888-674-4336

Wtm Wealth Management Corporation is an adviser based in Cheyenne. It manages $4.75 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Maryland, and 7 other states.

Wtm Wealth Management Corporation provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wtm Wealth Management Corporation: assets under management

The assets under management (AUM) of Wtm Wealth Management Corporation is $4.75 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.61 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wtm Wealth Management Corporation for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cheyenne

The principal office where Wtm Wealth Management Corporation performs its advisory services is located at 4725 E. 13 Th Street, Cheyenne, WY 82001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-674-4336 or by fax 307-316-8566. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.wtminvestments.com.

Wtm Wealth Management Corporation (Cheyenne)

Wtm Wealth Management Corporation: assets under management

Fees & Commissions

Based in Cheyenne

Registered investment advisers similar to Wtm Wealth Management Corporation