Invested Better
Unclaimed

Unclaimed

Unclaimed

Wealth Management Associates, Inc.

Headquartered in CHERRY HILL, NJ

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Wealth Management Associates, Inc. is an investment advisor based in Cherry Hill, New Jersey. They manage over $555 million in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting. They are registered with the SEC and have a total of 16 investment advisory professionals on staff.

Wealth Management Associates, Inc.

1909 ROUTE 70 EAST

CHERRY HILL, NJ 08003

$555.26M

Assets Under Management

53

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/referral fees

Branch Locations (7)

WEALTH MANAGEMENT ASSOCIATES, INC. has a total of 7 branch locations across the country.

Advisors at Wealth Management Associates, Inc.

View All 15 Advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Wealth Management Associates, Inc. is right for you?

Disclosures

There are no public disclosures for Wealth Management Associates, Inc..

Frequently Asked Questions (7)

Not sure if Wealth Management Associates, Inc. is right for you?