Wealth More Enterprise, Inc.
- Regulatory AUM
- $99.7K
- Discretionary
- $99.7K
- Clients
- 89
- Avg AUM / client
- $1.1K
- Accounts
- 89
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $99.7K | 100.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeanlys, Mical, Yameley | Chief Executive Officer / Chief Compliance Officer | Feb 2022 (5y) | 75% or more | |
| Cory Adeoye Falade | Registered representative | Jan 2026 (1y) | ||
| Jacob Lee Stewart | Registered representative | CFP | Jan 2026 (1y) | |
| Desiree Fisher | Registered representative | CFP | Jan 2026 (1y) | |
| Kevin L Matthews | Registered representative | Jan 2026 (1y) | ||
| Richard Taborda | Registered representative | CFP | Jan 2026 (1y) | |
| Tanya Frias | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 933 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Apex Clearing $99.7K (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗