Wealth manager, independent · Cherry Hill, NJ
Wealth Management Associates, Inc.
SEC-registered investment adviser · CRD 117606 · SEC 801-79993
At a glance
Wealth Management Associates, Inc. is an SEC-registered investment adviser based in Cherry Hill, New Jersey, with $717 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 907 individual clients. By Form ADV it is a wealth manager, ranked 2,101st of 8,915 wealth managers and 6,463rd of 17,210 SEC-registered advisers by assets.
Main office 856-424-2350wealthmanage.netAs filed on Form ADV
- Regulatory AUM
- $717M
- Rank among wealth managers
- #2,101 of 8,915
- Rank among all SEC RIAs
- #6,463 of 17,210
- Rank in New Jersey
- #137 of 392
- Individual clients
- 907
- High-net-worth clients
- 216
- Accounts
- 1,791
- Discretionary
- 99% of AUM
- Employees
- 20
- Advisory staff
- 11
- Offices
- 4
Owners and executives on its Form ADV
- James B. JohnstonManaging Director
- David R. HessManaging Director/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Wealth Management Associates, Inc. is a hybrid RIA: 11 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.
Registered Representative of a Broker-Dealer Our representatives are also registered representatives of Osaic Wealth, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 216 | $440M | 61% |
| Individuals | 691 | $217M | 30% |
| Pension and profit sharing plans | 8 | $45M | 6% |
| Corporations or other businesses | 10 | $11M | 1% |
| Charitable organizations | 5 | $5M | <1% |
Disciplinary disclosures
Wealth Management Associates, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗wealthmanage.net ↗
AtlasMembers
The full record on Wealth Management Associates, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 4,426 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Wealth Management Associates, Inc. manage?
Wealth Management Associates, Inc. reports $717 million in regulatory assets under management across 1,791 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Wealth Management Associates, Inc.?
Wealth Management Associates, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wealth Management Associates, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($440 million, 216 clients); individuals ($217 million, 691 clients); pension and profit sharing plans ($45 million, 8 clients).
Does Wealth Management Associates, Inc. have any disciplinary history?
Wealth Management Associates, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wealth Management Associates, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →