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WEALTH MANAGEMENT ASSOCIATES, INC.

SEC Form ADV profile.

Total regulatory AUM
$717,359,659
Discretionary
$707,638,450
Non-discretionary
$9,721,209

Firm details

CRD number
117606
SEC file number
801-79993
Main office
CHERRY HILL, NJ, United States
Employees
20
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.