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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Wealth Management Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
Richard A. Perea
CRD#: 2592349
4316 New Riverhills Parkway, Suite 9, Valrico, FL 33596

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.

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