CRD: 123949
Wealth Management Associates, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-1995
- Office Locations
- 1
Office Locations
About Wealth Management Associates, Inc.
Wealth Management Associates, Inc. is an independent, locally owned advisory firm founded in 1999 providing fiduciary investment management and goal-driven financial planning. The team emphasizes retirement income planning and supports broader wealth needs such as insurance, education funding, and estate-planning coordination, with particular attention to entrepreneurs and small business owners. Strategic relationships with Fidelity Investments and Securities America expand access to a broad range of investment solutions focused on diversification and cost control.
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Investment Themes
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Owner & Executives
GARY S HART
President
- CRD
- #1510700
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,794,244 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,794,244 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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