← Back to searchVisit website
WNA WEALTH MANAGEMENT, LLC
CRD 298510
231 CAPITOL STREET, SUITE 400, CHARLESTON, WV, 25301, United States
Phone
(304) 342-2006
Fax
(304) 342-2007
Registration
— (—)
Source
State registered
Total AUM
$32.1M
Discretionary AUM
$30.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.3M |
| High net worth individuals | 6 | $25.1M |
All web addresses on file
Official SEC filing: View on IAPD