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- Custodian
- BNP Paribas · Charles Schwab & Company · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-2019
- Office Locations
- 1
Office Locations
About Whealth Advisors
wHealth Advisors is a New Jersey-based, fee-only fiduciary RIA that charges flat retainer fees billed quarterly (no commissions). The firm delivers holistic planning and investment guidance spanning cash-flow and portfolio oversight, annual tax planning, insurance analysis, and estate document review. Client work includes business owners and entrepreneurs, with portfolios primarily using public funds and ETFs alongside fixed income. The firm also emphasizes pro-bono and community commitments.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DENNIS DELANEY MCNAMARA
Founder
- CRD
- #6525080
- Ownership
- 50% but less than 75%
JOHN A MUNLEY
Chief Compliance Officer, Founder
- CRD
- #4995765
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,310,310 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,310,310 | -- |
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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 |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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