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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Management Associates Inc
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| CRD # | 117606 |
| SEC # | 801-79993 |
| CIK # | 0002067339 |
| AUM | $646.8 M (2025-04-24) |
| Employees | 19 (100% Investors, 68% Brokers) |
| Phone | 856-424-2350 |
| Address | 1909 Route 70 East Cherry Hill, NJ 08003 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002067339 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.2 | ||
| Microsoft Corp | 10.4 | ||
| Nvidia Corp | 8.7 | ||
| Palantir Technologies Inc | 6.8 | ||
| Kinder Morgan Inc | 4.6 | ||
| SPDR Gold Trust | 4.4 | ||
| Taser International Inc | 4.1 | ||
| AT&T Inc | 3.0 | ||
| Lilly Eli & Co | 2.9 | ||
| Broadcom Inc | 2.9 | ||
| Exxon Mobil Corp | 2.8 | ||
| Amazon Com Inc | 2.8 | ||
| Alphabet Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.5 | ||
| CrowdStrike Holdings Inc | 2.4 | ||
| Public Service Enterprise Group Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 670 | 210.5 |
| (b) Individuals (high net worth individuals) | 209 | 381.7 |
| (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 | 41.0 |
| (h) Charitable organizations | 6 | 4.2 |
| (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 | 8 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,972 | 646.8 |
| By Discretionary | ||
| Discretionary | 1,964 | 636.5 |
| Non-Discretionary | 8 | 10.3 |
| Total | 1,972 | 646.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 646.8 | |
| Total | 1,972 | 646.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002067339] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Planning Group LLC
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|
UT | 0.7 |
|
CornerStone Planning Group Inc
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|
NJ | 0.7 |
|
McCarthy & Cox Retirement & Estate Specialists LLC
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OH | 0.6 |
|
Bard Financial Services Inc
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|
CT | 0.6 |
|
Gibbs Wealth Management LLC
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|
GA | 0.6 |
|
Bluechip Wealth Advisors LLC
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|
GA | 0.6 |
|
Waller Financial Planning Group Inc
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|
OH | 0.6 |
|
John E Sestina and Company
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|
OH | 0.6 |
|
Ascension Capital Advisors Inc
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|
TX | 0.6 |
|
Klaas Financial Asset Advisors LLC
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|
IL | 0.6 |