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WEALTH MANAGEMENT ASSOCIATES, INC.
WEALTH MANAGEMENT ASSOCIATES, INC.
CHERRY HILL, New Jersey
·
2 registered advisors
·
CRD# 117606
SEC# 801-79993
4
856-424-2350
01
Firm Overview
AUM
$555M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH MANAGEMENT ASSOCIATES, INC.
2 registered advisors
David Ray Hess
CHERRY HILL, New Jersey
CRD# 1109317
James Burroughs Johnston
CHERRY HILL, New Jersey
CRD# 1485345
05
Office Locations
CHERRY HILL, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. WEALTH MANAGEMENT ASSOCIATES, INC. (CRD# 117606) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.