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WEALTH MANAGEMENT ASSOCIATES, INC.

Advisory

LINCOLNSHIRE, IL

Data as of Aug 14, 2025 · Source: SEC Form ADV

Rank in IL
#1,077
of 1,719 advisers by AUM
Average account
$2M
across 47 accounts
AUM per adviser
$79M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 14, 2025.

Total AUM
$79M
Discretionary %
100%
Clients
11
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

CAPITAL MANAGEMENT GROUP, INC.
WHEATON, IL
$79M
+1.4% 1Y
TAOS INVESTMENT ADVISORS, LLC
CHICAGO, IL
$79M
MICHAEL R ROESER AND ASSOCIATES, INC.
LIBERTYVILLE, IL
$79M
-4.5% 1Y
HERR CAPITAL MANAGEMENT LLC
CHICAGO, IL
$79M
SILVERPATH CAPITAL MANAGEMENT LLC
CHICAGO, IL
$78M
+28.5% 1Y
DIVIDEND GROWTH STRATEGIES, INC.
$80M

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