Wealth Management Associates, Inc.

Wealth Management Associates, Inc. (CRD# 117606) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $474,066,237 in 1,580 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    474
    MILLION
  • Total Number of Accounts
    1,580
    ACCOUNTS
  • Average Account Value
    $300,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, DE, FL, MD, NC, NJ, OH, PA, SC, VA

Financial Advisors at Wealth Management Associates, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
William L. Connors
CRD#: 1354242
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003

William Connors (CRD# 1354242) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 36 years of experience in the finance industry.

2
Mark A. Crivaro
CRD#: 2700765
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003

Mark Crivaro (CRD# 2700765) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 25 years of experience in the finance industry.

3
Crescenzo C. Galli
CRD#: 2521855
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003

Crescenzo Galli (CRD# 2521855) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 23 years of experience in the finance industry.

4
Reagan I. Goolcharan
CRD#: 5853252
1909 Marlton Pike East, Suite 100, Cherry Hill, NJ 08003

Reagan Goolcharan (CRD# 5853252) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 8 years of experience in the finance industry.

5
William G. Heckman
CRD#: 2156325
1027 Centre Turnpike, Suite 12, West Brunswick-physical Address, Orwigsburgh, PA 17961

William Heckman (CRD# 2156325) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Orwigsburgh, PA and has over 20 years of experience in the finance industry. William Heckman 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.

6
Branden R. Hess
CRD#: 6845195
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003

Branden Hess (CRD# 6845195) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 4 years of experience in the finance industry.

7
David R. Hess
CRD#: 1109317
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003

David Hess (CRD# 1109317) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 38 years of experience in the finance industry.

8
James B. Johnston
CRD#: 1485345
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003

James Johnston (CRD# 1485345) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 35 years of experience in the finance industry.

9
David C. Laudeman
CRD#: 4269422
1027 Centre Turnpike, Suite 12, West Brunswick-physical Address, Orwigsburg, PA 17961

David Laudeman (CRD# 4269422) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Orwigsburg, PA and has over 20 years of experience in the finance industry.

10
James J. McMonigle
CRD#: 712454
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003

James McMonigle (CRD# 712454) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 41 years of experience in the finance industry.

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