# Wealth Management Associates, Inc.

> 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.

- CRD: 117606
- Filed as: WEALTH MANAGEMENT ASSOCIATES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cherry Hill, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117606
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-associates-inc-cherry-hill-nj-117606

## 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); other.

**How much does Wealth Management Associates, Inc. charge?**
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.

**Where is Wealth Management Associates, Inc. located?**
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).

**Is Wealth Management Associates, Inc. registered with the SEC or a state?**
Wealth Management Associates, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 117606.

**How much does Wealth Management Associates, Inc. manage?**
Wealth Management Associates, Inc. reports $717,359,659 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Wealth Management Associates, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Wealth Management Associates, Inc. serve?**
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).

**Which custodians does Wealth Management Associates, Inc. use?**
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.

**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 SEC record: https://adviserinfo.sec.gov/firm/summary/117606

**Does Wealth Management Associates, Inc. state an account minimum?**
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."

**What changed in Wealth Management Associates, Inc.'s recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $150 an hour (financial plans)

> Fixed fees normally range from $100 to $25,000 while the hourly rate will not exceed $150 per hour.

- Flat fee: $100 (consultation services)

> Fixed fees normally range from $100 to $25,000 while the hourly rate will not exceed $150 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $717,359,659
- Discretionary: $707,638,450
- Non-discretionary: $9,721,209

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 691 | $217,035,040 |
| High net worth individuals | 216 | $439,971,528 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $45,062,885 |
| Charitable organizations | 5 | $4,783,045 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $10,507,161 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 20 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DE, FL, MD, NC, NJ, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Haddonfield, NJ
- Orwigsburg, PA

### Websites listed on Form ADV (Item 1.I)
- wealthmanage.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $474,066,237 | 15 | September 13, 2021 |
| October 2022 | $522,124,442 | 15 | June 28, 2022 |
| October 2023 | $512,864,645 | 15 | April 10, 2023 |
| October 2024 | $555,255,227 | 16 | July 15, 2024 |
| October 2025 | $646,804,888 | 19 | April 24, 2025 |
| October 2026 | $717,359,659 | 20 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 11.
- Regulatory assets under management went from $646,804,888 to $717,359,659 (+11%).

### March 2026
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Management Associates, Inc. (CRD 117606): Form ADV filing data as of October 2026.