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← Back to Bookkeepers in the Palm Bay-Melbourne Area, FL Compared (2026)Wealth Management Accounting
What we could verify
- Registered business?
- Registration found: Florida Division of Corporations, status Active (Sunbiz quarterly file of 2026-07-10), formed 2022
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
2 of 5 answered from a dated source.
Documents 1 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Wealth Management Accounting | home page | |
| Website | https://wmateam.org/ | home page | |
| Office locality | Titusville, FL | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +13212063139 | home page | |
| Offers bookkeeping | Documented: ...more than twenty years, that idea has grown into a full coordinated team spanning tax, bookkeeping, financial planning, and legal coordination, all working from the same plan. WMA... | /about | |
| Payroll coordination | Documented: ...Index Annuity Agent More about Mark Ellington LinkedIn Hannah Neuenschwander CFO, Tax & Payroll Specialist James Yergens, CPA Tax & Accounting Erika Dutcher, CPA Tax & Accounting... | /about | 4 pts (max 4) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| What is included / excluded | Documented: ...Good fit if you have A business, significant real estate, or combined assets over $500K What's Included WMA Estate Planning Will and living trust preparation and review Family LLC... | /estate-planning | 5 pts (max 5) |
| Named contact / team | Years Combined, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...Point of Contact More about Sandra Miller When you work with WMA, you're matched with a dedicated point of contact (Sandra in Florida, or Kris and Mark in Indiana), the person who... | /about | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: WEALTH MANAGEMENT ACCOUNTING LLC · FL document no. L22000375247 · Florida Division of Corporations · Active (Sunbiz quarterly file of 2026-07-10) | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2022-08-25 (file date of the formation filing of a Florida-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched Florida DBPR Board of Accountancy licensee file for CPA firm records named 'Wealth Management Accounting' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Florida Division of Corporations (Sunbiz) corporate data file lists WEALTH MANAGEMENT ACCOUNTING LLC (FL document no. L22000375247), status Active (Sunbiz quarterly file of 2026-07-10), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2022-08-25 as the file date of the formation filing of a Florida-formed entity.
Data limitations
- 21 of 24 evidenced items come from Wealth Management Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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