Wealth Management Associates, Inc.
● SEC registered since 2014CRD 117606SEC# 801-79993Cherry Hill, NJ
Reg. AUM
$717.4M
Employees
20
Accounts
1,791
Location
Cherry Hill, NJ
Wealth Management Associates, Inc. assets under management
Wealth Management Associates, Inc. operates as an SEC-registered investment adviser based in Cherry Hill, NJ. The firm has been registered since 2014. It reports $717.4 million in regulatory assets under management and employs 20 people.
Wealth Management Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ray Hess Control | Managing Director/Chief Compliance Officer | 50-75% | 2003 |
| James Burroughs Johnston Control | Managing Director | 50-75% | 2003 |
Frequently asked questions
How much does Wealth Management Associates, Inc. manage?
Wealth Management Associates, Inc. reports $717.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Associates, Inc. have?
Wealth Management Associates, Inc. reports 20 employees.
Where is Wealth Management Associates, Inc. located?
Wealth Management Associates, Inc. is based in Cherry Hill, NJ and has been SEC-registered since 2014.
Does Wealth Management Associates, Inc. disclose fund performance?
Wealth Management Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003 |
| Phone | 856-424-2350 |
| Fax | 856-424-7608 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$717.4M▲ 11%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$717.4Mregulatory AUM
Discretionary $707.6MNon-discretionary $9.7M