Wealth Management Associates, LLC
Wealth Management Associates, LLC (CRD# 167837) is a financial advisory firm headquartered in Valrico, FL. They manage $1,994,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$1,994,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Richard Perea (CRD# 2592349) is an Investment Advisor Representative working at Wealth Management Associates, LLC in Valrico, FL and has over 21 years of experience in the finance industry.