WMI
WMI is a private Allentown, Pennsylvania-based financial services firm, founded in 1994, offering asset management, financial planning, security, consulting, and advisory services to organizations and individuals through a small boutique practice.
- Company typePrivate
- Founded1994
- HeadquartersAllentown, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
WMI firmographics
Firmographics- Name
- WMI
- Website
- https://wealthmanagement1.com
- Company type
- Private
- Founded year
- 1994
- Headcount range
- 1–10 employees
- Short description
- WMI is a private Allentown, Pennsylvania-based financial services firm, founded in 1994, offering asset management, financial planning, security, consulting, and advisory services to organizations and individuals through a small boutique practice.
- Ownership category
- akta.pro rank
WMI industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where WMI is headquartered
LocationHeadquarters
- HQ city
- Allentown
- HQ country
- United States
- HQ region
- North America
Markets served
WMI business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
WMI product offering
Product offeringCore offering
WMI helps organizations and individuals with asset management, financial planning, security, consulting, and advisory services. The firm delivers personalized wealth-and-risk advisory engagements spanning portfolio oversight, financial planning, security-related advisory, and broader consulting mandates for both institutional and individual clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Management Management of client assets for organizations and individuals, delivered as part of WMI's advisory offering in Allentown, PA.
- Financial Planning Financial planning services for organizations and individuals, delivered by WMI as part of its advisory offering.
- Security Consulting Security-related consulting delivered by WMI for organizations and individuals, bundled within its advisory portfolio.
- Advisory and Consulting Services General consulting and advisory services delivered by WMI to both organizations and individuals across wealth, planning, and security-related matters.
Companies that use WMI
Customer profileIdeal customer profiles1 record
WMI technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
WMI competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large U.S. RIA offering wealth management, financial planning, and advisory services to both individuals and organizations. Comparable in service breadth to WMI but vastly larger in scale, illustrating the spectrum of competition in this category.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors offering wealth management, financial planning, and advisory services. Direct competitive overlap with WMI across its service menu.
- Focus Financial Partners: Partnership model aggregating high-quality independent wealth management firms. Directly comparable acquisition/roll-up vehicle for an aging boutique RIA like WMI.
- Fisher Investments: Large private investment manager providing portfolio management and advisory services to individuals and institutions. Overlap with WMI's asset management and advisory focus, but at far greater scale.
- Northwestern Mutual: Large U.S. provider of wealth management, financial planning, and insurance/security-adjacent advisory products to individuals and businesses. Comparable mix of asset management, planning, and protective products for both client segments.
- Sanctuary Wealth: Wealth platform built for breakaway advisors forming independent RIAs. Comparable independent-wealth channel that represents both competition and exit-option for small advisory practices like WMI.
- Edelman Financial Services: National wealth management and financial planning firm serving individuals and organizations. Comparable multi-service positioning to WMI but with materially greater headcount and brand recognition.
- Cetera Financial Group: Independent broker-dealer and RIA platform supporting affiliated financial advisors across the U.S. Comparable to WMI as a wealth advisory channel, with a hybrid independent model.
- Mariner Wealth Advisors: Full-service wealth advisory firm offering asset management, financial planning, estate, and consulting services to both individuals and institutions. Overlapping service mix with WMI at significantly greater scale.
Emerging players
- Farther: Tech-enabled wealth management firm serving HNW individuals and small organizations with integrated financial planning and advisory. Comparable client focus to WMI but with a digital-first delivery model that pressures traditional boutique RIAs.
Market position
Customer concentration
WMI financial estimates
Financial estimateRevenue estimate
Valuation estimate
WMI leadership team
Management profileNumber of profiles
WMI funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WMI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WMI
What does WMI do?
WMI helps organizations and individuals with asset management, financial planning, security, consulting, and advisory services. The firm delivers personalized wealth-and-risk advisory engagements spanning portfolio oversight, financial planning, security-related advisory, and broader consulting mandates for both institutional and individual clients.
When was WMI founded?
WMI was founded in 1994. It employs 1 to 10 people.
Where is WMI based?
WMI is headquartered in Allentown, United States, in the North America region.
Who are WMI's main competitors?
Broad incumbents on record are Creative Planning, LPL Financial, Focus Financial Partners, Fisher Investments, Northwestern Mutual, Sanctuary Wealth, Edelman Financial Services, Cetera Financial Group and Mariner Wealth Advisors. Farther is listed as an emerging player.
Does WMI have an API?
No public API is recorded for WMI.
What industry is WMI in?
WMI's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight). Its NAICS code is 52394 and its SIC code is 6282.