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

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PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
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
PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 07102	$315,351,503,018	167	558

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