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Wealth Management Group of North America, LLC

● SEC registered since 2024CRD 125765SEC# 801-130388Farmington, CT
Export (members)
Reg. AUM
$217.1M
Employees
9
Accounts
858
Location
Farmington, CT

Wealth Management Group of North America, LLC assets under management

Wealth Management Group of North America, LLC is an investment advisory firm registered with the SEC based in Farmington, CT. The firm has been registered since 2024. It reports $217.1 million in regulatory assets under management and employs 9 people.
twitter.com/wmgna?lang=enView on SEC.gov ↗

Wealth Management Group of North America, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Perry Beck ControlPresident / Chief Compliance Officer50-75%1995
Daniel Jay Friedman ControlCeo50-75%1995

Frequently asked questions

How much does Wealth Management Group of North America, LLC manage?

Wealth Management Group of North America, LLC reports $217.1 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Group of North America, LLC have?

Wealth Management Group of North America, LLC reports 9 employees.

Where is Wealth Management Group of North America, LLC located?

Wealth Management Group of North America, LLC is based in Farmington, CT and has been SEC-registered since 2024.

Does Wealth Management Group of North America, LLC disclose fund performance?

Wealth Management Group of North America, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Talcott Notch Road, Suite 103, Farmington, CT 06032
Phone860-679-5255
Fax866-925-0090
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$183.3M
Non-discretionary$33.8M
Total (RAUM)$217.1M