Wealth Management Institute, Inc.

Overview

Wealth Management Institute, Inc. is organized as a corporation and classified as an independent registered investment adviser. Ownership is identified as an individual rather than an institutional parent. The firm bills clients on an hourly and fixed-fee basis and lists financial planning services, pension consulting services, and the publication of periodicals or newsletters among its advisory activities. An industry affiliation with an insurance company is noted. The snapshot flags the firm as not being a capital allocator and not an active ESG investor. It is not designated as a multi-state adviser or a newly formed adviser, and no related adviser relationship is indicated. The data set contains an internal inconsistency on pensions: pension consulting is listed under advisory activities while a separate field marks “Pension Consultant” as No; this suggests the firm may provide pension-related consulting in a limited or nontraditional capacity rather than acting as a registered pension consultant.

Assets & Accounts