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WMGNA
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD 125765 · SEC 801-130388
10 TALCOTT NOTCH ROAD, SUITE 103, FARMINGTON, CT, 06032, United States
Phone
860-679-5255
Fax
866-925-0090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.4M
Discretionary AUM
$306.3M
Team
9 total employees; 4 advisory reps; 72 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $103.9M |
| High net worth individuals | 98 | $242.5M |
States served
GA, MA, NY, NC, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD