CRD: 117606
Wealth Management Associates, Inc.
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- Custodian
- Fidelity/NFS ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2002
- Office Locations
- 4
Office Locations
About Wealth Management Associates, Inc.
Wealth Management Associates, Inc. is an independent, locally owned advisory firm founded in 1999. The team provides fiduciary investment advisory and goal-driven planning, including retirement income, insurance, education, small-business and estate-planning coordination. Portfolios emphasize broad diversification, continuous monitoring, and cost discipline across a full range of investment options, supported by relationships with Fidelity Investments and Securities America.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID RAY HESS
Chief Compliance Officer, Founder, MANAGING DIRECTOR, Managing Member
- CRD
- #1109317
- Ownership
- 50% but less than 75%
JAMES BURROUGHS JOHNSTON III
Associate Director, MANAGING DIRECTOR
- CRD
- #1485345
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CRESCENZO CESARE CAMILO GALLI JR
Senior Financial Advisor
- CRD
- #2521855
REAGAN IAN GOOLCHARAN
Vice President
- CRD
- #5853252
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $707,638,450 | $396,881 |
| Non-Discretionary | $9,721,209 | $1,215,151 |
| Total | $717,359,659 | $400,536 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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