W
Wealth Management Associates, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,790,030
Clients
11
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$6,980,912
About
Wealth Management Associates provides discretionary portfolio management and asset-allocation services to a small set of clients, including high‑net‑worth individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and certain business entities. The firm manages approximately $78.8 million across 11 client relationships and generally requires a minimum account size for portfolio management.
The firm constructs portfolios after gathering client objectives and risk tolerance, provides continuous supervision, and conducts at least quarterly formal reviews. Investment strategies are tailored by client and may combine tactical and strategic asset allocation, buy‑and‑hold approaches, allocations to alternatives, and occasional shifts to cash intended to mitigate downside volatility.
Notable distinctions include an affiliation with an accounting firm through the principal — who is a certified public accountant with a continuing compensation arrangement with a former accounting firm — and an affiliated broker‑dealer arrangement under which some advisers may be registered representatives and can receive commissions, both of which are disclosed in the brochure. The firm also does not aggregate client trades and serves a concentrated, predominantly high‑net‑worth client base rather than lower‑balance retail investors, features that differentiate it from many peers.
Client services
Portfolio management
Expertise
Private / alternative investments
Fee options
$0 - $500,000: 2.00% $500,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Account minimum: $500,000
Main office location
Wealth Management Associates, Inc.
475 Half Day Road, Suite 500
Lincolnshire IL 60069, United States
Number of offices
1
Most active in
Wealth Management Associates, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")