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WEALTH MANAGEMENT ASSOCIATES, INC.

CHERRY HILL, NJ · CRD 117606 · IAPD ↗ · wealthmanage.net · 856-424-2350

$717.4MRegulatory AUM
11Advisory reps
20Employees
46Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — WEALTH MANAGEMENT ASSOCIATES, INC. shrank from 19 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
March 2026 — WEALTH MANAGEMENT ASSOCIATES, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — WEALTH MANAGEMENT ASSOCIATES, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.