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| Wealth Management Associates Inc
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|---|---|
| CRD # | 117606 |
| SEC # | 801-79993 |
| CIK # | 0002067339 |
| AUM | 717.4 M (2026-03-31) |
| Employees | 20 (55% Investors, 55% Brokers) |
| Fees | |
| Minimum | |
| Phone | 856-424-2350 |
| Address | 1909 Route 70 East Cherry Hill, NJ 08003 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.3 | ||
| Nvidia Corp | 8.6 | ||
| Microsoft Corp | 7.9 | ||
| Palantir Technologies Inc | 6.9 | ||
| SPDR Gold Trust | 6.8 | ||
| Kinder Morgan Inc | 5.1 | ||
| Alphabet Inc | 4.5 | ||
| Broadcom Inc | 3.4 | ||
| AT&T Inc | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 691 | 217.0 |
| (b) Individuals (high net worth individuals) | 216 | 440.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 45.1 |
| (h) Charitable organizations | 5 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,791 | 717.4 |
| By Discretionary | ||
| Discretionary | 1,783 | 707.6 |
| Non-Discretionary | 8 | 9.7 |
| Total | 1,791 | 717.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 716.9 | |
| Total | 1,791 | 717.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002067339] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 46 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
MI | 724.5 M |
|
MinichMacGregor Wealth Management LLC
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|
G A Repple & Company
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|
Altrius Capital Management Inc
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|
MI | 716.0 M |
|
Financial Management Strategies Inc
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|
OH | 714.2 M |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 712.0 M |
|
Wealthbridge Capital Management LLC
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|
OH | 709.7 M |