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Wealth Management Associates, Inc.

● SEC registered since 2014CRD 117606SEC# 801-79993Cherry Hill, NJ
Export (members)
Reg. AUM
$646.8M
Employees
19
Accounts
1,972
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 $646.8 million in regulatory assets under management and employs 19 people.

Wealth Management Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Ray Hess ControlManaging Director/Chief Compliance Officer50-75%2003
James Burroughs Johnston ControlManaging Director50-75%2003

Frequently asked questions

How much does Wealth Management Associates, Inc. manage?

Wealth Management Associates, Inc. reports $646.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Associates, Inc. have?

Wealth Management Associates, Inc. reports 19 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

Address1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
Phone856-424-2350
Fax856-424-7608
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$636.5M
Non-discretionary$10.3M
Total (RAUM)$646.8M