Wealth Management Associates, Inc.

Wealth Management Associates, Inc. serves individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charities and small businesses, reporting about $646.8 million in assets under management, 19 advisors, and roughly 879 clients across four offices. The firm provides portfolio management, financial planning, pension consulting and selection of other advisers, and typically charges clients on a percentage‑of‑AUM basis.

The firm delivers primarily discretionary portfolio management — about $636.5 million of its regulatory assets are managed on a discretionary basis — and reports separately managed account exposures that the firm characterizes as roughly 56% securities issued by registered investment companies, 24% exchange‑traded equities and 12% cash and cash equivalents. Wealth Management Associates works through custodial relationships for separately managed accounts (with National Financial Services LLC holding the majority of those assets) and engages registered representatives and insurance‑licensed personnel for execution and related services.

A feature that distinguishes this firm from many multi‑team peers is its affiliation with accounting activities: multiple office filings identify an accountant/accounting‑firm relationship, suggesting integrated accounting or tax capabilities alongside advisory services — an arrangement that is relatively uncommon among multi‑team advisers. The firm also reports a significant number of employees who are registered representatives (13) and insurance agents (11), indicating a multi‑disciplinary model that combines investment management, brokerage and insurance offerings.