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WEALTH MANAGEMENT ASSOCIATES, INC.
704-333-0923
SEC #801-56378Total AUM
$30.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30A.M.-5:30P.M.
Monday - Friday
Monday - Friday
Phone
704-333-0923
Financials
Total AUM
$30.5M
Accounts
16Discretionary
$0
Accounts
0Non-Discretionary
$30.5M
Accounts
16
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.