# Wealth Management Associates, Inc.

> Wealth Management Associates, Inc. is a state-registered investment advisory firm in Lincolnshire, IL, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2025.

- CRD: 123949
- Filed as: WEALTH MANAGEMENT ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lincolnshire, IL
- Filing period: October 2026
- Form ADV filing dated: August 14, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123949
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-management-associates-inc-lincolnshire-il-123949

## 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Management Associates, Inc. located?**
Wealth Management Associates, Inc.'s principal office is in Lincolnshire, IL, according to its Form ADV.

**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 1995. Status as filed: APPROVED. CRD 123949.

**How much does Wealth Management Associates, Inc. manage?**
Wealth Management Associates, Inc. reports $78,794,244 in regulatory assets under management in its Form ADV filing dated August 14, 2025 (100% discretionary).

**What types of clients does Wealth Management Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**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/123949

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $78,794,244
- Discretionary: $78,794,244
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 11 | $76,790,030 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,004,214 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1995 (31 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- 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 123949): Form ADV filing data as of October 2026.