WEALTH MANAGEMENT ASSOCIATES, INC.

WEALTH MANAGEMENT ASSOCIATES, INC. of LINCOLNSHIRE, IL is an SEC-registered investment adviser (CRD 123949). Regulatory assets under management: $78.8M.

Registration

• CRD: 123949
• Type: Registered investment adviser
• Location: 475 HALF DAY ROAD, LINCOLNSHIRE, IL, 60069
• Phone: 847-281-3520
• Latest filing: 2025-08-14
• Regulatory AUM: $78.8M
• Discretionary AUM: $78.8M
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123949 on SEC IAPD (source of record)
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