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William Stuart Horak

WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.·TALLAHASSEE, Florida
CFPSeries 24Series 7Series 63SIELicensed in 13 states
Unclaimed Profile
2941 KERRY FORREST PARKWAY, TALLAHASSEE, FL 32309-6825CRD# 1462594Firm CRD# 109576
01

About

William Stuart Horak is a registered financial advisor based in TALLAHASSEE, Florida, affiliated with WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.
WEALTH MANAGEMENT CORPORATION
AUM
$197M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1462594
Firm CRD# 109576
9 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Stuart Horak offer?
William Stuart Horak specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TALLAHASSEE, Florida for a consultation.
What are William Stuart Horak's credentials?
William Stuart Horak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Stuart Horak located?
William Stuart Horak is based in TALLAHASSEE, Florida, working with WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.
How does William Stuart Horak charge for services?
William Stuart Horak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.?
WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. has approximately 5 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TALLAHASSEE
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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