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
Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm operates a wrap-fee program and offers tiered plans (Invest+ and Premium+), delivering discretionary portfolio management and in-app access to human advisors via chat, direct message, or video conference.
The firm relies on proprietary software and algorithms to evaluate risk tolerance and recommend one of four model portfolios (Conservative Growth through Aggressive Growth) built mainly from ETFs and mutual funds, then manages wrap accounts on a fully discretionary basis. Portfolios and the underlying algorithms are reviewed periodically by an internal investment committee, with algorithmic rebalancing and trading used to maintain target allocations and account consistency with client profiles.
Wealth More is distinguished among similar team advisers by sponsoring its own wrap-fee program and combining algorithmic, app-based portfolio management with scheduled human consultations and public-facing activities such as speaking engagements. The brochure also discloses periodic promotional campaigns and compensation for client referrals, requires digital account opening and electronic consent, and uses Apex Clearing Services for custody, clearing and aggregated trade execution.
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.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Wealth More Enterprise, Inc.
1900 Market Street
Philadelphia PA 19103, United States
Number of offices
6
Series 65, Series 66
Wake Forest, NC
Wealth More Enterprise, Inc.
Series 65
Seagoville, TX
Wealth More Enterprise, Inc.
CFP®, Series 65
New York, NY
Wealth More Enterprise, Inc.
CFP®, Series 63, Series 66
Jamaica Estates, NY
Wealth More Enterprise, Inc.
CFP®, Series 66
Smithfield, NC
Wealth More Enterprise, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")