Whealth Advisors

Whealth Advisors (CRD# 304669) is a financial advisory firm headquartered in Red Bank, NJ. They manage $42,856,071 in 218 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
43 W Front St, Ste 16, Red Bank, NJ 07701
http://whealthfa.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $196,587
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Whealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Dennis McNamara, financial advisor Red Bank NJ
Dennis D. McNamara
CRD#: 6525080
43 W Front St, Ste 16, Red Bank, NJ 07701

Dennis McNamara (CRD# 6525080) is an Investment Advisor Representative working at Whealth Advisors in Red Bank, NJ and has over 8 years of experience in the finance industry.

2
John Munley, financial advisor Red Bank NJ
John A. Munley
CRD#: 4995765
43 W Front St, Ste 16, Red Bank, NJ 07701

John Munley (CRD# 4995765) is an Investment Advisor Representative working at Whealth Advisors in Red Bank, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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