WEALTH MANAGEMENT ASSOCIATES, INC.

CRD 117606File 801-79993

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$717.4M

Above cohort median (national)

Discretionary AUM

$707.6M

Non-discretionary $9.7M

Clients

930

1,791 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jul 2, 2014
Principal office: 1909 ROUTE 70 EAST, SUITE 100, CHERRY HILL, NJ, 08003
Phone: 856-424-2350
Website: HTTP://WWW.WEALTHMANAGE.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $717.4M
Discretionary AUM: $707.6M
Non-discretionary AUM: $9.7M
Discretionary accounts: 1,783
Non-discretionary accounts: 8
Total accounts: 1,791
AUM per client: $771K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$10.5M
Charitable organizations	5	$4.8M
High net worth individuals	216	$440.0M
Pension and profit sharing plans	8	$45.1M
Individuals (other than high net worth individuals)	691	$217.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SOLICITOR/REFERRAL FEES
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.