This page contains important financial disclosures and regulatory information about Wealth Management Experience and the advisory services we provide.

Important Disclosures

Investment Advisor: Wealth Management Experience is a registered investment advisory firm. We provide investment advice and financial planning services to clients who engage us for these purposes.

Advisory Services: Investment advisory services are offered through WMX Advisors, LLC, our affiliated investment advisory firm. When you work with us, you enter into an engagement agreement that outlines the scope of services, compensation structure, and terms of our relationship.

Compensation: We are compensated based on assets under management, advisory fees, or project-based fees, depending on the engagement type. Please refer to our Form ADV Part 2A (Brochure) and Supplement for complete details regarding our compensation structure.

Risk Disclosure: All investments carry risk, including potential loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Professional Qualifications: Our advisors maintain relevant professional certifications and licenses to provide financial advisory services. These qualifications are detailed in our Form ADV Part 2B.

Contact Information: For more information about our disclosures, policies, or to request copies of our regulatory documents, please contact us at info@wealth-mx.com or call our office.

For complete regulatory information and detailed disclosures, please refer to our Form ADV Part 2A and 2B filings with the SEC.