Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

WEALTH MANAGEMENT ASSOCIATES, INC.

dba WEALTH MANAGEMENT ASSOCIATES, INC. · CRD 117606 · Registered Investment Adviser

WEALTH MANAGEMENT ASSOCIATES, INC. is a Registered Investment Adviser headquartered in CHERRY HILL, NJ. The firm reports $717,359,659 in regulatory assets under management across 1,791 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$707,638,450
Non-discretionary$9,721,209
Total RAUM$717,359,659
Accounts1,791

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 117606. adviserinfo.sec.gov/firm/summary/117606.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.