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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

WEALTH MORE ENTERPRISE, INC.

CRD 324763

PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c451fc3-ac6c-735c-2e8d-fe3d7b20378a

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Jul 24, 2023 to Apr 21, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $99,736Item 5.F on the latest filing (2026-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $99,736
Private client RAUM: $99,736derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $16,623derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 89
Individual clients: 89
High net worth clients: 0
SEC number: 801-130220
CRD: 324763
Filings on the tape: 12
First filed: Jul 24, 2023
Latest filed: Apr 21, 2026
Organised: Corporation, DE
Website: joinwealthmore.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Desiree Fisher	Certified Financial Planner	New York, NY \| PHILADELPHIA, PA \| WASHINGTON, DC	1	14	6	no
Jacob Lee Stewart	Certified Financial Planner	Smithfield, NC \| PHILADELPHIA, PA	0	13	5	no
Cory Adeoye Falade	n/a	PHILADELPHIA, PA \| Seagoville, TX	0	11	2	no
TANYA FRIAS	Certified Financial Planner	PHILADELPHIA, PA \| Jamaica Estates, NY	0	25	8	no
Kevin L Matthews	n/a	Wake Forest, NC \| PHILADELPHIA, PA	0	12	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JEANLYS, MICAL, YAMELEY	CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	E	yes	02/2022	Jul 24, 2023	Sep 10, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 21, 2026	$99,736	$99,736	10	6	5	n/a	n/a
2024	Mar 31, 2025	$76,000	$76,000	10	6	0	n/a	n/a
2023	Jan 23, 2024	$0	$0	4	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	16.7%	0	0	0	6	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$99,736	$76,000	31.2%	n/a	n/a	10	10	5	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FREEMAN CAPITAL ADVISORS	2	Dec 31, 2022	Aug 29, 2024	CHARLOTTE, NC	Team lift out	RIA to new firm	66.7%

Relationships

Registered with (6)

← RICHARD TABORDAAdvisorregistration: previous registration
Aug 29, 2024 to Dec 31, 2025factForm ADV
← TANYA FRIASAdvisorregistration: previous registration
Aug 29, 2024 to Dec 31, 2025factForm ADV
← Kevin L MatthewsAdvisorregistration: previous registration
Oct 15, 2025 to Dec 31, 2025factForm ADV
← Desiree FisherAdvisorregistration: previous registration
Aug 28, 2024 to Dec 31, 2025factForm ADV
← Jacob Lee StewartAdvisorregistration: previous registration
Aug 28, 2024 to Dec 31, 2025factForm ADV
← Cory Adeoye FaladeAdvisorregistration: previous registration
Aug 28, 2024 to Dec 31, 2025factForm ADV

Controls (1)

← JEANLYS, MICAL, YAMELEYOwnerCHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jul 24, 2023 to Sep 10, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Advisor changed firm
Desiree Fisher left Wealth More Enterprise, Inc. for Capital Area Planning Group (registered 2024-10-18)
Form ADVobserved 4 days ago
Occurred
Jul 24, 2023
First Form ADV filing
Wealth More Enterprise, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Team lift-out
2 advisors left Freeman Capital Advisors (Charlotte, NC) for Wealth More Enterprise, Inc. on the same day
Form ADVobserved 2 days ago
2 advisors

Show 1 bookkeeping events

Occurred
Sep 26, 2025
Wealth More Enterprise, Inc. reported 5 offices beyond its principal office, up from 0 (2025-03-31 to 2025-09-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c451fc3-ac6c-735c-2e8d-fe3d7b20378a
First observed: Jul 24, 2023
Last observed: Apr 21, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH MORE ENTERPRISE, INC.

CRD 324763

PHILADELPHIA, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c451fc3-ac6c-735c-2e8d-fe3d7b20378a

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Desiree Fisher

Certified Financial Planner

New York, NY | PHILADELPHIA, PA | WASHINGTON, DC

Jacob Lee Stewart

Certified Financial Planner

Smithfield, NC | PHILADELPHIA, PA

Cory Adeoye Falade

n/a

PHILADELPHIA, PA | Seagoville, TX

TANYA FRIAS

Certified Financial Planner

PHILADELPHIA, PA | Jamaica Estates, NY

Kevin L Matthews

n/a

Wake Forest, NC | PHILADELPHIA, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JEANLYS, MICAL, YAMELEY

CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER

yes

02/2022

Jul 24, 2023

Sep 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 21, 2026

$99,736

n/a

2024

Mar 31, 2025

$76,000

n/a

2023

Jan 23, 2024

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$99,736

$76,000

31.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FREEMAN CAPITAL ADVISORS

Dec 31, 2022

Aug 29, 2024

CHARLOTTE, NC

Team lift out

RIA to new firm

66.7%