WEALTH MANAGEMENT INSTITUTE LTD.

WEALTH MANAGEMENT INSTITUTE LTD. is an SEC-registered investment adviser (CRD 119699). Regulatory assets under management: $33.4M.

Registration

• CRD: 119699
• Type: Registered investment adviser
• Phone: 301-926-7276
• Latest filing: 2026-01-30
• Regulatory AUM: $33.4M
• Discretionary AUM: $31.6M
• Non-discretionary AUM: $1.8M
• Clients: 2
• Accounts: 148

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119699 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search