CHERRY HILL, NJCRD 117606Latest ADV March 31, 2026
Wealth Management Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cherry Hill, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $717M in regulatory assets under management, 20 employees, 3 offices, and 1,791 accounts.
Assets Under Management
$717M
Employees
20
Offices
3 offices
Total Clients
930
Primary office
CHERRY HILL, NJ
1909 ROUTE 70 EAST, SUITE 100, CHERRY HILL, NJ, United States
Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
691
2
HNWI
23.2%
216
3
Corporations
1.1%
10
4
Pension Plans
0.9%
8
5
Charitable
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$717Mas of March 31, 2026
Discretionary98.6%
$708M
99% of total RAUM98.6%
Non-discretionary1.4%
$10M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$717M
Total Accounts1,791
10Y AUM Change+$578M (+414.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee47:1
10Y Employee Change+2 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.