Wealth Management Associates, Inc.

Wealth Management Associates, Inc. (CRD# 117606) is a financial advisory firm headquartered in Cherry Hill, NJ. They manage $139,450,021 in 589 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $236,757
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.

FL, NJ, PA

Financial Advisors at Wealth Management Associates, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
William G. Heckman
CRD#: 2156325
1027 Centre Turnpike, Suite 12, West Brunswick-physical Address, Orwigsburg, PA 17961
96
Wealthminder
score

William Heckman (CRD# 2156325) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Orwigsburg, PA and has over 15 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.

2
Stephen M. Pierson
CRD#: 1272505
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
96
Wealthminder
score

Stephen Pierson (CRD# 1272505) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 32 years of experience in the finance industry. Stephen Pierson 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.

3
James D. Smith
CRD#: 830428
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
96
Wealthminder
score

James Smith (CRD# 830428) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 30 years of experience in the finance industry. James Smith 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.

4
William L. Connors
CRD#: 1354242
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
93
Wealthminder
score

William Connors (CRD# 1354242) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 31 years of experience in the finance industry.

5
Mark A. Crivaro
CRD#: 2700765
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
93
Wealthminder
score

Mark Crivaro (CRD# 2700765) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 20 years of experience in the finance industry.

6
David R. Hess
CRD#: 1109317
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
93
Wealthminder
score

David Hess (CRD# 1109317) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 33 years of experience in the finance industry.

7
James B. Johnston
CRD#: 1485345
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
93
Wealthminder
score

James Johnston (CRD# 1485345) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 30 years of experience in the finance industry.

8
David C. Laudeman
CRD#: 4269422
1027 Centre Turnpike, Suite 12, West Brunswick-physical Address, Orwigsburg, PA 17961
93
Wealthminder
score

David Laudeman (CRD# 4269422) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Orwigsburg, PA and has over 15 years of experience in the finance industry.

9
Adam V. Puff
CRD#: 4844984
1909 Route 70 East, Suite 100, Cherry Hill, NJ 08003
93
Wealthminder
score

Adam Puff (CRD# 4844984) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 11 years of experience in the finance industry.

10
Mark W. Segal
CRD#: 417990
1909 Route 70 East, Suite 100, Cherry Hill, NJ 80030
93
Wealthminder
score

Mark Segal (CRD# 417990) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Cherry Hill, NJ and has over 29 years of experience in the finance industry.

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