Data / Investment advisers / New Jersey / Wealth Management Associates, Inc.
Wealth Management Associates, Inc., Cherry Hill, NJ: $717 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealth Management Associates, Inc. is an SEC registered investment adviser with its main office in Cherry Hill, New Jersey and reports $717 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Wealth Management Associates, Inc. (CRD number 117606): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117606
- SEC file number
- 801-79993
- SEC status
- Approved, effective July 2, 2014
- Main office
- 1909 Route 70 East Suite 100, Cherry Hill, NJ 08003
- Phone
- (856) 424-2350
- Website
- wealthmanage.net
- Regulatory AUM
- $717,359,659 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $707,638,450
- Non discretionary AUM
- $9,721,209
- Accounts
- 1,791
- Employees
- 20, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 216 | $440 million |
| Individuals (other than high net worth individuals) | 691 | $217 million |
| Pension and profit sharing plans | 8 | $45.1 million |
| Corporations or other businesses | 10 | $10.5 million |
| Charitable organizations | 5 | $4.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $717.4 million | March 31, 2026 |
| December 1, 2025 | $646.8 million | April 24, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tilson Financial Group Inc | New Providence | $750.6 million | Not listed | adviserinfo.sec.gov |
| Shorebridge Capital Management, LLC | Summit | $735.1 million | 2 | adviserinfo.sec.gov |
| Axq Capital, LP | Jersey City | $727.1 million | Not listed | adviserinfo.sec.gov |
| Himco, LLC | Morristown | $725.7 million | 24 | adviserinfo.sec.gov |
| Cora Capital Advisors | Marlton | $722.9 million | Not listed | adviserinfo.sec.gov |
| Empire Financial Management Company, LLC | Holmdel | $706 million | 1 | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | $694.4 million | 1 | adviserinfo.sec.gov |
| Covenant Asset Management, LLC | Chester | $692.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealth Management Associates, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.