Wealth Management Associates, Inc.

Overview

Wealth Management Associates, Inc. is an SEC registered investment adviser based in Cherry Hill, NJ, registered since 2014. It reports $717M in assets under management across 1,791 accounts, with 20 employees. It has 11 investment adviser representatives.

Reported AUM

$717M

Discretionary

99%

Accounts

1,791

Average account

$401K

Employees

20

Advisory reps

11

Registered since

2014

Jurisdictions

13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• David Ray Hess Managing Director, Chief Compliance Officer CRD 1109317
• James Burroughs Johnston III Managing Director CRD 1485345

Advisory reps 3 of 11

• Crescenzo C Galli Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2521855
• Reagan Ian Goolcharan Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5853252
• William G Heckman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2156325

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1909 Route 70 E Ste 100
Cherry Hill, NJ 08003

County

Camden

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: wealthmanage.net

Every state, with registration dates

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