Wealth Management Centers

What Wealth Management Centers does

Wealth Management Centers, LLC is a privately held, boutique corporate development and consultancy platform founded in 2002 and headquartered at 501 5th Avenue, New York, with a secondary office in Florida. The firm delivers relationship-based advisory services to a deliberately select group of emerging and middle-market private and public growth companies, working closely with founders, boards, and senior executives on capital formation, strategic transactions (M&A and business sales), merchant capital origination, regulatory compliance, risk management, business valuation, and entity formation. The company may also deploy direct venture capital into select client companies, positioning itself as an "independent outside division." Services are delivered through a hybrid model combining internal senior consultants with a nationwide network of independent external consultants, and through two operating divisions: USWMC Advisory Group (capital markets) and WM-FinTech (financial technology).

WM-FinTech is a sub-brand built in partnership with Infoblazer.com that distributes customized financial data feeds, subscription market services, and AI/genetic-programming-powered modeling products to financial services organizations such as hedge funds, RIAs, broker-dealers, private fund families, and family offices. The capital formation capability is reinforced by a strategic relationship with Liberty Associates, Inc., a 40-year-old FINRA Member broker-dealer with common ownership and overlapping executive leadership, enabling direct capital raising and syndicate formation. The firm also serves sports and entertainment talent, family offices, and professional organizations (law firms, CPA firms, broker-dealers) across global markets.

Revenue is generated primarily through professional services fees (advisory retainers and project-based engagements) across corporate advisory, capital formation, merchant capital, compliance, and valuation lines, with a smaller recurring subscription stream from WM-FinTech. Go-to-market is entirely sales-led and relationship-driven, with no public pricing or self-service distribution; the professional website, direct outreach, and network referrals function as the only marketing channels. The leadership team — Founder Emeritus Karl Brenza (now at Maxim Group), Senior Managing Directors Jim Jenkins (also General Counsel at Transcat, NASDAQ: TRNS) and Evan B. Azriliant, and Alfonso Vigliotti — contributes over 100 years of combined Wall Street experience.

Name

Wealth Management Centers

Legal name

Wealth Management Centers, LLC

Website

https://wealthmanagementcenters.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Wealth Management Centers, LLC is a privately held, boutique corporate development and consultancy firm founded in 2002 that provides capital formation, strategic transaction, compliance, and merchant capital advisory services to select emerging and middle-market growth companies globally.

Ownership category

akta.pro rank

Product category

Corporate Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Corporate Strategic Real Assets & Infrastructure Venture Investing (FSANAHAN)

Keywords

• Corporate advisory services
• Capital formation advisory
• Merchant capital origination
• Risk management consulting
• Business valuation services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Corporate Consulting Services: Advisory and consulting fees for corporate development, capital formation advisory, business valuation, regulatory compliance, and risk management services. Fees are likely project-based or retainer arrangements for select client companies.
2. Capital Formation Advisory: Fees for equity, debt, and mezzanine capital formation advisory and introduction services to institutional investors and investment banking firms.
3. Merchant Capital Origination: Matching and introduction services with leading lending institutions, private funds, syndicators, and private strategic investors for lending capital.
4. WM-FinTech Technology Services: Financial technology products and services including customized data feeds, subscription market services, and AI-powered modeling products for financial services organizations.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Wealth Management Centers is a diversified corporate development and consultancy platform that delivers corporate advisory, capital formation advisory, merchant capital origination, regulatory compliance and risk management consulting, business valuation, entity and fund formation, and strategic transaction (M&A) advisory services to emerging and middle-market private and public growth companies. Through its USWMC Advisory Group it provides capital markets consulting and merchant banking services, and through its WM-FinTech arm it offers customized financial data feeds, subscription market data, and AI/genetic-programming-based modeling products.

Product overview

Wealth Management Centers, LLC is a diversified corporate development and consultancy platform company established in 2002. The company operates a multi-service consulting platform offering corporate advisory, capital formation, merchant capital, risk management, compliance, business valuation, and entity formation services primarily through its USWMC Advisory Group division. The company also operates WM-FinTech as its financial technology services arm providing AI-driven modeling products, data feeds, and subscription market services. The portfolio includes advisory services for corporate consulting, capital markets operations, strategic transactions (M&A), and specialized services for sports/entertainment talent, delivered through a hybrid model combining internal consultants with an external independent consultant network.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Advisory Services Corporate advisory, consulting, and business accelerator services focused on creating enterprise and shareholder value through growth initiatives and capital formation campaigns for select operating company clients and their founders, key executives, and senior management.
• Capital Formation Advisory Equity, debt, and mezzanine capital formation consultancy and strategic transaction advisory services specifically focused on enhancing enterprise and shareholder value, including budget and capital needs analysis, supportable projections and valuations, and the design, customization, and implementation of capital campaigns.
• Merchant Capital Origination Matching and connecting services with well-known broker-dealers and their investment bankers, public and private funds, syndicators, and private strategic investors for capital access, including white-glove concierge support through submission and closing of lending facilities.
• Risk Management & Compliance Consulting Management solutions in the areas of operational risk management advisory and regulatory compliance consulting services for operating companies and financial services organizations, leveraging leading solutions providers and customized solutions.
• Business Valuation Business valuation analyses including market value assessments providing high-quality, supportable opinions of value for accessing public markets and executing strategic transactions.
• Entity and Pooled Investment Company Organizer Entity and fund formation organizer services including coordination for general and special-purpose vehicles and pooled investment vehicles such as private funds, family offices, and private real estate entities.
• Sports & Entertainment Agency Advisory Sports and entertainment agency consultancy and advisory services to agency professionals and their clients, including family office services for athletes, artists, and entertainers.
• WM-FinTech Technology Services Wealth Management Financial Technology services providing financial services organizations (hedge funds, RIAs, broker-dealers, private fund families, family offices) with tools, applications, platforms, and streaming data services, including customized data feed products, subscription market services, and AI/genetic programming-driven modeling products.
• USWMC Advisory Group Capital Markets Services Capital markets services division offering critical corporate consulting and merchant capital consulting services including equity and debt formation consultation, merchant capital origination, and strategic transaction execution for emerging and middle-market growth companies.
• Strategic Transaction Advisory Sourcing, spearheading, and executing mergers & acquisitions, new partnership formation, and assisting with sales of divisions or entire operating companies.
• Public Market Professional Services Introduction Introduction to high-quality external capital markets specialists including law firms, accountants, and public investor relations firms to support client access to public markets.

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature3 records

Partnerships

One partnership is on record.

• Infoblazer.comcoreTechnology or IntegrationInfoblazer.com is the technology partner for the WM-FinTech division. Together they build and provide financial services organizations with unique tools, applications, platforms, and streaming data services with a financial focus.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• EF Hutton: Re-launched boutique investment bank providing capital markets and advisory services to middle-market and emerging growth companies — comparable in scale, target segment, and advisory scope.
• Aegis Capital Corp. Investment bank specializing in capital raising, IPOs, and M&A for emerging growth companies — directly comparable to the equity, debt, and mezzanine capital formation mandates Wealth Management Centers targets.
• A.G.P. / Alliance Global Partners: Full-service broker-dealer and investment bank focused on small- and mid-cap corporate finance, capital raising, and advisory — directly comparable to USWMC's equity and debt formation and merchant capital services.
• Maxim Group LLC: Mid-sized investment bank and capital advisory firm where Wealth Management Centers' founder Karl Brenza is currently Senior Managing Director and Head of Capital Growth Advisory. Competes directly in capital formation, M&A, and growth-equity advisory for emerging and middle-market companies.
• ThinkEquity (a division of Fordham Financial Management): Investment bank focused on public and private capital raising and advisory for emerging growth companies — overlaps with USWMC's growth-company finance and strategic transaction services.
• Westpark Capital: Los Angeles-based investment bank providing capital raising, corporate finance, and advisory services to emerging growth companies — directly comparable boutique competitor in USWMC's target segment.

Broad incumbents

• B. Riley Financial: Diversified financial services firm offering investment banking, capital markets, and advisory across middle-market clients — a scaled incumbent in comparable corporate development and capital formation services.
• FTI Consulting: Global advisory firm with corporate finance, restructuring, and strategic communications practices — comparable as a scaled advisory/consulting platform serving operating companies on complex matters.
• Houlihan Lokey: Global investment bank with strong M&A, capital markets, and valuation practices — comparable in valuation, strategic transaction advisory, and middle-market capital formation work.
• Ladenburg Thalmann: Full-service financial services firm offering investment banking, capital markets, and wealth management — overlaps with USWMC's advisory, capital formation, and family office offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/US_WMC
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/us-wealth-management-centers

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Management Centers