WEALTH MANAGEMENT ASSOCIATES, INC.
CRD #117606 SEC #801-79993 CHERRY HILL, NJ 856-424-2350
SEC Registered
Total AUM
$646.8M
Discretionary
$636.5M
Employees
19
Clients
0
Accounts
1,972
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $646.8M | $636.5M | $10.3M | 19 | 54 |
| Nov 2024 | $555.3M | $545.9M | $9.4M | 16 | 53 |
| Jul 2024 | $555.3M | $545.9M | $9.4M | 16 | 53 |
| Jul 2024 | $555.3M | $545.9M | $9.4M | 16 | 53 |
| Jun 2024 | $555.3M | $545.9M | $9.4M | 16 | 53 |
| May 2024 | $555.3M | $545.9M | $9.4M | 16 | 53 |
| Apr 2024 | $555.3M | $545.9M | $9.4M | 16 | 53 |
| Jan 2024 | $512.9M | $504.3M | $8.6M | 15 | 51 |
| Jan 2024 | $512.9M | $504.3M | $8.6M | 15 | 51 |
| Apr 2023 | $512.9M | $504.3M | $8.6M | 15 | 51 |
| Jun 2022 | $522.1M | $512.1M | $10.1M | 15 | 51 |
| Mar 2022 | $522.1M | $512.1M | $10.1M | 15 | 51 |
| Nov 2021 | $474.1M | $462.7M | $11.3M | 15 | 49 |
| Oct 2021 | $474.1M | $462.7M | $11.3M | 15 | 49 |
| Sep 2021 | $474.1M | $462.7M | $11.3M | 15 | 49 |
| May 2021 | $474.1M | $462.7M | $11.3M | 15 | 49 |
| Mar 2021 | $474.1M | $462.7M | $11.3M | 15 | 49 |
| Dec 2020 | $428.2M | $419.6M | $8.6M | 15 | 38 |
| May 2020 | $428.2M | $419.6M | $8.6M | 15 | 38 |
| Apr 2020 | $428.2M | $419.6M | $8.6M | 15 | 38 |
| Dec 2019 | $310.7M | $303.4M | $7.3M | 13 | 24 |
| Apr 2019 | $310.7M | $303.4M | $7.3M | 13 | 24 |
| Aug 2018 | $328.3M | $322.8M | $5.5M | 19 | 11 |
| May 2018 | $328.3M | $322.8M | $5.5M | 19 | 11 |
| Apr 2018 | $328.3M | $322.8M | $5.5M | 19 | 11 |
| Nov 2017 | $257.3M | $253.8M | $3.5M | 19 | 2 |
| Apr 2017 | $257.3M | $253.8M | $3.5M | 19 | 500 |
| Jan 2017 | $139.5M | $135.9M | $3.6M | 18 | 300 |
| Dec 2016 | $139.5M | $135.9M | $3.6M | 18 | 300 |
| Aug 2016 | $139.5M | $135.9M | $3.6M | 18 | 300 |
| Aug 2016 | $139.5M | $135.9M | $3.6M | 18 | 300 |
| Jul 2016 | $139.5M | $135.9M | $3.6M | 18 | 300 |
| Apr 2016 | $139.5M | $135.9M | $3.6M | 18 | 300 |
| Mar 2015 | $128.1M | $117.8M | $10.3M | 17 | 200 |
| Jun 2014 | $104.4M | $101.8M | $2.6M | 12 | 155 |
DateApr 2025
Total AUM$646.8M
Discretionary$636.5M
Non-Disc.$10.3M
Employees19
Clients54
DateNov 2024
Total AUM$555.3M
Discretionary$545.9M
Non-Disc.$9.4M
Employees16
Clients53
DateJul 2024
Total AUM$555.3M
Discretionary$545.9M
Non-Disc.$9.4M
Employees16
Clients53
DateJul 2024
Total AUM$555.3M
Discretionary$545.9M
Non-Disc.$9.4M
Employees16
Clients53
DateJun 2024
Total AUM$555.3M
Discretionary$545.9M
Non-Disc.$9.4M
Employees16
Clients53
DateMay 2024
Total AUM$555.3M
Discretionary$545.9M
Non-Disc.$9.4M
Employees16
Clients53
DateApr 2024
Total AUM$555.3M
Discretionary$545.9M
Non-Disc.$9.4M
Employees16
Clients53
DateJan 2024
Total AUM$512.9M
Discretionary$504.3M
Non-Disc.$8.6M
Employees15
Clients51
DateJan 2024
Total AUM$512.9M
Discretionary$504.3M
Non-Disc.$8.6M
Employees15
Clients51
DateApr 2023
Total AUM$512.9M
Discretionary$504.3M
Non-Disc.$8.6M
Employees15
Clients51
DateJun 2022
Total AUM$522.1M
Discretionary$512.1M
Non-Disc.$10.1M
Employees15
Clients51
DateMar 2022
Total AUM$522.1M
Discretionary$512.1M
Non-Disc.$10.1M
Employees15
Clients51
DateNov 2021
Total AUM$474.1M
Discretionary$462.7M
Non-Disc.$11.3M
Employees15
Clients49
DateOct 2021
Total AUM$474.1M
Discretionary$462.7M
Non-Disc.$11.3M
Employees15
Clients49
DateSep 2021
Total AUM$474.1M
Discretionary$462.7M
Non-Disc.$11.3M
Employees15
Clients49
DateMay 2021
Total AUM$474.1M
Discretionary$462.7M
Non-Disc.$11.3M
Employees15
Clients49
DateMar 2021
Total AUM$474.1M
Discretionary$462.7M
Non-Disc.$11.3M
Employees15
Clients49
DateDec 2020
Total AUM$428.2M
Discretionary$419.6M
Non-Disc.$8.6M
Employees15
Clients38
DateMay 2020
Total AUM$428.2M
Discretionary$419.6M
Non-Disc.$8.6M
Employees15
Clients38
DateApr 2020
Total AUM$428.2M
Discretionary$419.6M
Non-Disc.$8.6M
Employees15
Clients38
DateDec 2019
Total AUM$310.7M
Discretionary$303.4M
Non-Disc.$7.3M
Employees13
Clients24
DateApr 2019
Total AUM$310.7M
Discretionary$303.4M
Non-Disc.$7.3M
Employees13
Clients24
DateAug 2018
Total AUM$328.3M
Discretionary$322.8M
Non-Disc.$5.5M
Employees19
Clients11
DateMay 2018
Total AUM$328.3M
Discretionary$322.8M
Non-Disc.$5.5M
Employees19
Clients11
DateApr 2018
Total AUM$328.3M
Discretionary$322.8M
Non-Disc.$5.5M
Employees19
Clients11
DateNov 2017
Total AUM$257.3M
Discretionary$253.8M
Non-Disc.$3.5M
Employees19
Clients2
DateApr 2017
Total AUM$257.3M
Discretionary$253.8M
Non-Disc.$3.5M
Employees19
Clients500
DateJan 2017
Total AUM$139.5M
Discretionary$135.9M
Non-Disc.$3.6M
Employees18
Clients300
DateDec 2016
Total AUM$139.5M
Discretionary$135.9M
Non-Disc.$3.6M
Employees18
Clients300
DateAug 2016
Total AUM$139.5M
Discretionary$135.9M
Non-Disc.$3.6M
Employees18
Clients300
DateAug 2016
Total AUM$139.5M
Discretionary$135.9M
Non-Disc.$3.6M
Employees18
Clients300
DateJul 2016
Total AUM$139.5M
Discretionary$135.9M
Non-Disc.$3.6M
Employees18
Clients300
DateApr 2016
Total AUM$139.5M
Discretionary$135.9M
Non-Disc.$3.6M
Employees18
Clients300
DateMar 2015
Total AUM$128.1M
Discretionary$117.8M
Non-Disc.$10.3M
Employees17
Clients200
DateJun 2014
Total AUM$104.4M
Discretionary$101.8M
Non-Disc.$2.6M
Employees12
Clients155