WEALTH MANAGEMENT ASSOCIATES, INC.

RIASEC RegisteredEst. 2014

Total AUM

$717M

Discretionary

$708M

99% of AUM

Avg account

$401K

Accounts

1,791

Employees

Advisory reps

Firm details

Headquarters: CHERRY HILL, New Jersey
CRD number: 117606
Registered since: July 2, 2014
Website: www.wealthmanage.net
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI61.33%
Individuals30.25%
Pension & Profit Sharing Plans6.28%
Corporations / Businesses1.46%
Charitable Organizations0.67%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wealth Management Associates, Inc. is an independent, privately owned registered investment adviser organized as a corporation and operating as a capital allocator for both individual/family and institutional clients. Since its SEC registration in 2014, the firm has focused on discretionary portfolio management alongside financial planning, selection of third‑party advisers and educational seminars. Its advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting-related services and manager selection. The firm uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures), and it does not position itself as an active ESG investor. In practice the firm tilts toward pooled public vehicles as the primary means of implementing client strategies while also tapping external managers for alternative real estate exposure. As a capital allocator, Wealth Management Associates, Inc. is set up to blend outsourced manager solutions with internally supervised discretionary mandates and non‑discretionary client relationships when appropriate.