W
$19.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
23 yrs Firm Age
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- Custodian
- Merrill Lynch ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-20-2003
- Office Locations
- 1
Office Locations
-- Livingston NJ
About Wealth Management Advisors, LLC
Wealth Management Advisors, LLC is a Livingston-based RIA. The firm has been operating for 23 years. Managing $19.4M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and SEI.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
$668.6K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD ASCHER
MANAGING DIRECTOR, Wealth Management Advisor
- CRD
- #4639869
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,390,000 | -- |
| Total | $19,390,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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