WEALTH MANAGEMENT ASSOCIATES, INC.

CRD

117606

SEC file #

801-79993

EIN

223627580

DBA names

—

Economics

AUM

$717.4M

AUM band

$500M-$1B

AUM trajectory

'20 · $310.7M

'21 · $428.2M

'22 · $474.1M

'23 · $522.1M

'25 · $646.8M

'26 · $717.4M

'20'26

$310.7M → $717.4M▲ +131%

sec adv history

Client mix

Individuals Other	691
Individuals High Net Worth	216
Corporations	10
Pension Profit Sharing Plans	8
Charitable Organizations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 13 advisors

'21 · 15 advisors

'22 · 15 advisors

'23 · 15 advisors

'25 · 19 advisors

'26 · 11 advisors

'20'26

13 advisors → 11 advisors▼ -15%

sec adv history

Primary office

CHERRY HILL NJ

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

wealthmanage.net

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HESS, DAVID, RAY

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

HESS, DAVID, RAY

JOHNSTON, JAMES, BURROUGHS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

WEALTHMANAGE.NET

Rdap Domain Creation Date

2001-01-27T20:34:57Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

Form 5500 Total Compensation

69,010

Form 5500 Compensation Trajectory 3y

2025	69,010
2024	0

Form 5500 Plan Count Trajectory 3y

2025	5
2024	1

Schedule C Total Compensation

69,010

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002067339

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-05-28

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001214659-26-006030

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4729

Soi Zip Pct 200k Plus

0.2219

Soi Zip Returns 200k Plus

3,360

Soi Zip Total AGI

2,405,961

Fdic Zip Total Deposits

26,699,854,000

Fdic Zip Branch Count

249

Fdic Zip Top Banks

TD Bank, National Association

PNC Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

1909 ROUTE 70 EASTSUITE 100CHERRY HILL, NJ 08003

Business

1909 ROUTE 70 EASTSUITE 100CHERRY HILL, NJ 08003

Edgar EIN

223627580

Edgar Recent Filings

13F-HR2026-05-13 · 0001214659-26-006030

N-PX2026-04-08 · 0001214659-26-004463

Fdic Zip Branches Raw

Commerce Bank, National AssociationCherry Hill, NJ

Fdic Zip HHI

2890.06

Fdic Zip Top Bank Share Pct

50.86

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-27T20:34:57Z

Rdap Domain Last Changed

2025-11-29T12:10:27Z

Rdap Nameservers

Ns1-alpha.oncloud.ioNs2-alpha.oncloud.io

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	32,677
Returns	3,100

Stub 2

AGI	70,463
Returns	1,920

Stub 3

AGI	97,499
Returns	1,570

Soi Zip Total Business Income

115,974

Soi Zip Total Cap Gains

134,760

Soi Zip Total Dividends

80,367

Soi Zip Total Returns

15,140

Top Owner CRD

1109317

Trust Company Affiliate