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WMGNA
Legal name: WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD 125765File 801-130388
APPROVED
Retail clients
Disclosure events
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$346.4M
Below cohort median (national)
Discretionary AUM
$306.3M
Non-discretionary $40.2M
Clients
326
983 accounts
Employees
9
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 17, 2024
- Principal office
- 10 TALCOTT NOTCH ROAD, SUITE 103, FARMINGTON, CT, 06032
- Phone
- 860-679-5255
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $346.4M
- Discretionary AUM
- $306.3M
- Non-discretionary AUM
- $40.2M
- Discretionary accounts
- 912
- Non-discretionary accounts
- 71
- Total accounts
- 983
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 98 | $242.5M |
| Individuals (other than high net worth individuals) | 228 | $103.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.