WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
Doing business as WMGNA. SEC Form ADV profile.
Total regulatory AUM
$346,446,708
Discretionary
$306,284,916
Non-discretionary
$40,161,792
Firm details
- CRD number
- 125765
- SEC file number
- 801-130388
- Main office
- FARMINGTON, CT, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.