WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
Legal name: WMGNA
CRD #125765 SEC #801-130388 FARMINGTON, CT 860-679-5255
SEC Registered
Total AUM
$217.1M
Discretionary
$183.3M
Employees
9
Clients
101
Accounts
858
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.1M | $183.3M | $33.8M | 9 | 66 |
| Nov 2024 | $191.4M | $191.4M | $0 | 9 | 3 |
| Aug 2024 | $191.4M | $191.4M | $0 | 9 | 3 |
| May 2024 | $191.4M | $191.4M | $0 | 9 | 3 |
| May 2024 | $191.4M | $191.4M | $0 | 9 | 3 |
| Apr 2024 | $191.4M | $191.4M | $0 | 9 | 3 |
DateMar 2025
Total AUM$217.1M
Discretionary$183.3M
Non-Disc.$33.8M
Employees9
Clients66
DateNov 2024
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees9
Clients3
DateAug 2024
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees9
Clients3
DateMay 2024
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees9
Clients3
DateMay 2024
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees9
Clients3
DateApr 2024
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees9
Clients3