Wealth Management Associates, Inc.
Wealth Management Associates, Inc. is an independent investment adviser headquartered in Cherry Hill, New Jersey, founded in 1999. The firm brings together advisors with extensive experience from major financial institutions. With a team of 19 employees, they provide personalized wealth management and planning services backed by strategic partnerships with large custodians like Fidelity and Securities America. Their clients range from individuals (including high net worth) to pension and charitable organizations, offering a broad spectrum of investment solutions and planning expertise.
Investment Strategy
Wealth Management Associates, Inc. employs a comprehensive approach that leverages a full suite of investment vehicles, broad diversification, continuous monitoring, and cost control. Advisors act as fiduciaries, focusing on each client’s best interests. Their strategy includes planning for retirement income, risk management through insurance products, college savings, estate planning, and the unique needs of entrepreneurs and small business owners. They emphasize disciplined investing, periodic adjustment, and long-term progress tracking, leveraging institutional-strength resources along with boutique-level client service.
Top Holdings
Equity Positions (227)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.67% | $16.0M | 62,697 | $49.11 | $254.63 | +$2.7M |
I IVV | ISHARES TR | 4.47% | $12.6M | 18,804 | $414.81 | $669.30 | +$867.3K |
T TLT | ISHARES TR | 4.09% | $11.5M | 128,964 | $100.95 | $89.37 | -$702.5K |
M MSFT | MICROSOFT CORP | 3.83% | $10.8M | 20,835 | $157.84 | $517.95 | +$376.5K |
N NVDA | NVIDIA CORPORATION | 3.34% | $9.4M | 50,385 | $82.19 | $186.58 | +$679.2K |