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WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606 · SEC 801-79993
1909 ROUTE 70 EAST, SUITE 100, CHERRY HILL, NJ, 08003, United States
Phone
856-424-2350
Fax
856-424-7608
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$717.4M
Discretionary AUM
$707.6M
Team
20 total employees; 11 advisory reps; 46 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR/REFERRAL FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 691 | $217.0M |
| High net worth individuals | 216 | $440.0M |
| Pension/profit sharing plans | 8 | $45.1M |
| Charitable organizations | 5 | $4.8M |
| Corporations/business entities | 10 | $10.5M |
States served
AZ, CA, DE, MD, NJ, NY, NC, OH, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD