WEALTH MANAGEMENT ASSOCIATES, INC.

1909 Route 70 East
Suite 100
Cherry Hill, New Jersey 08003
Tel: 856-424-2350

About WEALTH MANAGEMENT ASSOCIATES, INC.

WEALTH MANAGEMENT ASSOCIATES, INC, formally registered with the SEC as WEALTH MANAGEMENT ASSOCIATES, INC. The firm was established in 07/02/2014. They have over 5 offices throughout the country.

WEALTH MANAGEMENT ASSOCIATES, INC. is a Cherry Hill, New Jersey based Financial Planning firm with nearly $555,255,227 assets under management, offering retirement planning & investment advisory services to 1748 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117606
SEC#	801-79993
Assets Managed by Firm	$555,255,227
No. of Clients	1748
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR/REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1748	$555,255,227
Individuals (other than high net worth individuals)	688	$200,711,928
High net worth individuals	125	$303,219,339
Pension and profit sharing plans	Fewer than 5 clients	$35,437,968
Charitable organizations	5	$3,641,438
Corporations or other businesses	8	$12,244,554

More Retirement Planning firms in Cherry Hill, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

Explore More Retirement Advisors in Cherry Hill, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.