# WTM WEALTH MANAGEMENT CORPORATION

WTM WEALTH MANAGEMENT CORPORATION of LAKE RONKONKOMA, NY is an SEC-registered investment adviser.

## Registration

- CRD: 148864
- Type: SEC-registered investment adviser
- SEC file number: 801-69902
- Location: 500 PORTION ROAD, SUITE 2, LAKE RONKONKOMA, NY, 11779
- Phone: 877-275-4986 EXT. 55
- Latest filing: 2010-02-08
- Regulatory AUM: $33.4M
- Discretionary AUM: $33.4M
- Clients: 1
- Accounts: 725

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [ANDERSON MARK FREDRICK](https://search.stillhousedata.com/person/788795) | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| [ANDERSON MICHAEL](https://search.stillhousedata.com/person/800202) | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148864/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148864/similar
- Related entities: https://search.stillhousedata.com/firm/148864/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148864

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.