WEALTH MANAGEMENT ASSOCIATES, INC.
Firm details
- Headquarters
- LINCOLNSHIRE, Illinois
- CRD number
- 123949
- Website
- www.wealthmanage.net
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- State & Local Bonds1%
Contacts
1 of 1GARY HART
Tax PartnerCRD 1510700
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
MOSAIC FI LLC
RIALINCOLNSHIRE, IL
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
RIALINCOLNSHIRE, IL
HEDEKER WEALTH LLC
RIALINCOLNSHIRE, IL
DREAM CAPITAL ADVISORS, LLC
RIALINCOLNSHIRE, IL
CAPITAL MANAGEMENT GROUP, INC.
RIAWHEATON, IL
TAOS INVESTMENT ADVISORS, LLC
RIACHICAGO, IL