Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,000
Total clients
76
0% high-net worth
Total advisors
6
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
13
Average account size
$1,000
Account minimum: $5,000 to open an advisory account; $30,000 minimum investment balance required for the Premium Advice+ Plan Minimum fee: Invest+ Plan charges a monthly fee of $25 ($300 annually), billed in arrears Fee-only: Flat monthly fees for advisory services: $25/month for Invest+ Plan; $125/month for Premium Advice+ Plan
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Wealth More Enterprise, Inc.
1900 Market Street
Philadelphia PA 19103, United States
Number of offices
6
Series 65, Series 66
Philadelphia, PA
Wealth More Enterprise, Inc.
Series 65
Seagoville, TX
Wealth More Enterprise, Inc.
CFP®, Series 63, Series 66
Jamaica Estates, NY
Wealth More Enterprise, Inc.
CFP®, Series 65
Philadelphia, PA
Wealth More Enterprise, Inc.
CFP®, Series 66
Smithfield, NC
Wealth More Enterprise, Inc.
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