Overview
Assets Under Management: $191 million
Headquarters: FARMINGTON, CT
High-Net-Worth Clients: 107
Average Client Assets: $1 million
Frequently Asked Questions
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125765), WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC is headquartered in FARMINGTON, CT.
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC serves 107 high-net-worth clients according to their SEC filing dated November 27, 2024. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC manages $191 million in client assets according to their SEC filing dated November 27, 2024.
According to their SEC Form ADV, WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.00
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 766
Discretionary Accounts: 766
Regulatory Filings
CRD Number: 125765
Last Filing Date: 2024-11-27 00:00:00
Website: https://www.wmgna.com