Wealth Management Advisors, LLC

Wealth Management Advisors, LLC (CRD# 117764) is a financial advisory firm headquartered in Tewksbury, MA. They manage $416,235,973 in 853 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    853
    ACCOUNTS
  • Average Account Value
    $487,967
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Wealth Management Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen P. Ahern
CRD#: 2926249
600 Clark Road, 4th Floor, Tewksbury, MA 01876
96
Wealthminder
score

Stephen Ahern (CRD# 2926249) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Tewksbury, MA and has over 20 years of experience in the finance industry. Stephen Ahern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Janice D. McGarry
CRD#: 3191452
600 Clark Road, 4th Floor, Tewksbury, MA 01876
93
Wealthminder
score

Janice McGarry (CRD# 3191452) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Tewksbury, MA and has over 17 years of experience in the finance industry.

3
Jeffrey R. Aron
CRD#: 4786118
600 Clark Road, 4th Floor, Tewksbury, MA 01876
92
Wealthminder
score

Jeffrey Aron (CRD# 4786118) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Tewksbury, MA and has over 3 years of experience in the finance industry. Jeffrey Aron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.