Wealth Management Associates, Inc.
Wealth Management Associates, Inc. is an SEC-registered mass-market adviser in Cherry Hill, NJ with $717.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wealth Management Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117606, SEC 801-79993, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $717.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Cherry Hill, NJ
- Employees
- 20
- Clients
- 930
- CRD
- 117606
- Ownership
- JOHNSTON, JAMES, BURROUGHS; HESS, DAVID, RAY
How much AUM does Wealth Management Associates, Inc. have?
Wealth Management Associates, Inc. reported $717.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wealth Management Associates, Inc.?
Disclosed owners and executives of Wealth Management Associates, Inc. include JOHNSTON, JAMES, BURROUGHS, HESS, DAVID, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.