{
  "crd_number": 117606,
  "slug": "wealth-management-associates-inc-cherry-hill-nj-117606",
  "primary_business_name": "WEALTH MANAGEMENT ASSOCIATES, INC.",
  "legal_name": "WEALTH MANAGEMENT ASSOCIATES, INC.",
  "dbas": [],
  "city": "Cherry Hill",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-07-02",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 717359659.0,
  "raum_discretionary": 707638450.0,
  "raum_non_discretionary": 9721209.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 20,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 4783045.0,
      "count": 5
    },
    "individuals": {
      "raum": 217035040.0,
      "count": 691
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 45062885.0,
      "count": 8
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 439971528.0,
      "count": 216
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 10507161.0,
      "count": 10
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "DE",
    "FL",
    "MD",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://wealthmanage.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117606",
  "city_as_filed": "CHERRY HILL",
  "url": "https://advisorcensus.com/firm/wealth-management-associates-inc-cherry-hill-nj-117606",
  "display_name": "Wealth Management Associates, Inc.",
  "summary": "Wealth Management Associates, Inc. is an SEC-registered investment advisory firm in Cherry Hill, NJ, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Wealth Management Associates, Inc. (CRD 117606): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Management Associates, Inc. compensated?",
      "a": "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); other."
    },
    {
      "q": "How much does Wealth Management Associates, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $150 an hour (financial plans); Flat fee: $100 (consultation services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wealth Management Associates, Inc. located?",
      "a": "Wealth Management Associates, Inc.'s principal office is in Cherry Hill, NJ, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wealth Management Associates, Inc. registered with the SEC or a state?",
      "a": "Wealth Management Associates, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 117606."
    },
    {
      "q": "How much does Wealth Management Associates, Inc. manage?",
      "a": "Wealth Management Associates, Inc. reports $717,359,659 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary)."
    },
    {
      "q": "How have Wealth Management Associates, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Management Associates, Inc.: Regulatory assets under management: $474,066,237 in the October 2021 data and $717,359,659 in the October 2026 data, up 51%. Total employees: 15 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Management Associates, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (691); high net worth individuals (216); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does Wealth Management Associates, Inc. use?",
      "a": "Wealth Management Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Management Associates, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117606"
    },
    {
      "q": "Does Wealth Management Associates, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"As a general rule, WMA requires a minimum of $50,000 to establish and maintain a managed account with the firm. All minimums are negotiable at the discretion of WMA.\""
    },
    {
      "q": "What changed in Wealth Management Associates, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 19 to 11. Regulatory assets under management went from $646,804,888 to $717,359,659 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 474066237.0,
      "total_employees": 15,
      "filing_date": "2021-09-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 522124442.0,
      "total_employees": 15,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 512864645.0,
      "total_employees": 15,
      "filing_date": "2023-04-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 555255227.0,
      "total_employees": 16,
      "filing_date": "2024-07-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 646804888.0,
      "total_employees": 19,
      "filing_date": "2025-04-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 717359659.0,
      "total_employees": 20,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 11.",
        "Regulatory assets under management went from $646,804,888 to $717,359,659 (+11%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 an hour (financial plans)",
      "Flat fee: $100 (consultation services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "As a general rule, WMA requires a minimum of $50,000 to establish and maintain a managed account with the firm. All minimums are negotiable at the discretion of WMA."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (financial plans)"
        ],
        "quotes": [
          "Fixed fees normally range from $100 to $25,000 while the hourly rate will not exceed $150 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $100 (consultation services)"
        ],
        "quotes": [
          "Fixed fees normally range from $100 to $25,000 while the hourly rate will not exceed $150 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial plans"
        },
        {
          "kind": "flat",
          "amount": 100.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "consultation services"
        }
      ]
    },
    "quotes": [
      "As a general rule, WMA requires a minimum of $50,000 to establish and maintain a managed account with the firm. All minimums are negotiable at the discretion of WMA.",
      "Fixed fees normally range from $100 to $25,000 while the hourly rate will not exceed $150 per hour.",
      "Fixed fees normally range from $100 to $25,000 while the hourly rate will not exceed $150 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-management-associates-inc-cherry-hill-nj-117606.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 691,
      "fewer_than_5": false,
      "raum": 217035040.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 216,
      "fewer_than_5": false,
      "raum": 439971528.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 45062885.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4783045.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 10507161.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117606",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}