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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.