Wealth Management Associates, Inc.
- Regulatory AUM
- $717M
- Discretionary
- $708M
- Clients
- 930
- Avg AUM / client
- $771K
- Accounts
- 1,791
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 691 | $217M | 30.3% |
| High net worth individuals | 216 | $440M | 61.3% |
| Pension and profit sharing plans | 8 | $45.1M | 6.28% |
| Charitable organizations | 5 | $4.8M | 0.67% |
| Corporations and other businesses | 10 | $10.5M | 1.46% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Ray Hess | Managing Director/Chief Compliance Officer | Jul 2002 (24y) | 50% – 75% | |
| James Burroughs Johnston | Managing Director | Jul 2002 (24y) | 50% – 75% | |
| Paul A Snyder | Registered representative | Aug 2002 (24y) | ||
| Joseph Jacob Osherow | Registered representative | Sep 2005 (21y) | ||
| William George Heckman | Registered representative | Aug 2009 (17y) | ||
| David Charles Laudeman | Registered representative | Nov 2009 (17y) | ||
| Reagan Ian Goolcharan | Registered representative | Mar 2014 (12y) | ||
| Philip N Ranalli | Registered representative | Jul 2016 (10y) | ||
| Crescenzo Cesare Camilo Galli | Registered representative | Jul 2017 (9y) | ||
| Branden Robert Hess | Registered representative | Apr 2018 (8y) | ||
| James Joseph Mc Monigle | Registered representative | Apr 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 934 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR/REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $717M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗