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WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 123949
475 HALF DAY ROAD, SUITE 500, LINCOLNSHIRE, IL, 60069, United States
Phone
847-281-3520
Fax
847-883-8704
Registration
— (—)
Source
State registered
Total AUM
$78.8M
Discretionary AUM
$78.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-08-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $76.8M |
Official SEC filing: View on IAPD