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Richard Ascher

Wealth Management Advisors, LLC

Livingston, NJ

CRD 4639869

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Employer firm

Wealth Management Advisors, LLC CRD 125615

$19.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Management Advisors, Llc

Livingston, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Livingston, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management Advisors,Llc Fairfield NJ 09/2002 Present
  • 09/2002 → Present
    Wealth Management Advisors,Llc
    Fairfield, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-26
  • S65 Uniform Investment Adviser Law Examination
    2002-12-26

View on SEC IAPD

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