# Wealth Management Associates, Inc.

> Wealth Management Associates, Inc. is a state-registered investment advisory firm, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated January 26, 2026.

- CRD: 119041
- Filed as: WEALTH MANAGEMENT ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119041
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-associates-inc-119041

## Quick answers

**How is Wealth Management Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Management Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Wealth Management Associates, Inc. registered with the SEC or a state?**
Wealth Management Associates, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 119041.

**What types of clients does Wealth Management Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); corporations or other businesses not listed above (6).

**Does Wealth Management Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119041

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 13 | Not reported |
| Corporations or other businesses not listed above | 6 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Associates, Inc. (CRD 119041): Form ADV filing data as of October 2026.