WEALTH MANAGEMENT ASSOCIATES, INC.

RIASEC Registered
Total AUM
$78.8M
Discretionary
$78.8M
100% of AUM
Avg account
$1.7M
Accounts
47
Employees
2
Advisory reps
1

Firm details

Headquarters
LINCOLNSHIRE, Illinois
CRD number
123949
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.46%
  • Pension & Profit Sharing Plans2.54%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Wealth Management Associates, Inc. is an independent registered investment advisor that focuses on providing portfolio management services for individuals and small businesses. The firm operates as a corporation and is owned by an individual. It caters primarily to individual and family clients, employing a fee structure based on a percentage of assets under management. Wealth Management Associates, Inc. does not engage in capital allocation and is not classified as a multi-state adviser or a newly formed adviser. The firm is not an active ESG investor and does not serve as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Exchange Traded Equities 3%, State & Local Bonds 1%96%
  • Public Funds/Mutual Funds96%
  • Exchange Traded Equities3%
  • State & Local Bonds1%

Contacts

1 of 1
  • GARY HART

    Tax PartnerCRD 1510700

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LINCOLNSHIRE, IL

LAKE

Location

LINCOLNSHIRE, IL

Headquartered in LINCOLNSHIRE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
LAKE
Address
475 Half Day Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth