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 19 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 16 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 2 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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