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| Wealth Management Group of North America LLC
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|---|---|
| CRD # | 125765 |
| SEC # | 801-130388 |
| CIK # | |
| AUM | $217.1 M (2025-03-25) |
| Employees | 9 (33% Investors, 22% Brokers) |
| Phone | 860-679-5255 |
| Address | 10 Talcott Notch Road Farmington, CT 06032 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 65.1 |
| (b) Individuals (high net worth individuals) | 107 | 152.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 858 | 217.1 |
| By Discretionary | ||
| Discretionary | 758 | 183.3 |
| Non-Discretionary | 100 | 33.8 |
| Total | 858 | 217.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.1 | |
| Total | 858 | 217.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kailix Advisors LLC
✚
|
FL | 0.2 |
|
Binnacle Investments Inc
✚
|
IA | 0.2 |
|
Financial Futures Limited Liability Company
✚
|
NJ | 0.2 |
|
Western Pacific Wealth Management LP
✚
|
IL | 0.2 |
|
Beadell A D Investment Counsel Inc
✚
|
WI | 0.2 |
|
TRU Independence Asset Management 2 LLC
✚
|
OR | 0.2 |
|
Horizon Wealth Advisors LLC
✚
|
0.2 | |
|
Revere Asset Management Inc
✚
|
TX | 0.2 |
|
Bazis Private Wealth LLC
✚
|
NE | 0.2 |
|
Apex Capital Management LLC
✚
|
LA | 0.2 |