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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BECK, BRIAN, PERRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BECK, BRIAN, PERRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BECK, BRIAN, PERRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BECK, BRIAN, PERRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BECK, BRIAN, PERRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| BECK, BRIAN, PERRY | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, DANIEL, JAY | I | CEO | D | Control |
| FRIEDMAN, DANIEL, JAY | I | CEO | D | Control |
| FRIEDMAN, DANIEL, JAY | I | CEO | D | Control |
| FRIEDMAN, DANIEL, JAY | I | CEO | D | Control |
| FRIEDMAN, DANIEL, JAY | I | CEO | D | Control |
| FRIEDMAN, DANIEL, JAY | I | CEO | D | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (9)
CT FL GA MA NC NH NY SC TX
Address
10 TALCOTT NOTCH ROADSUITE 103
FARMINGTON, CT 06032
United States
Phone: 860-679-5255