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| Keyboard |
| Wealth Management Group of North America LLC
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|---|---|
| CRD # | 125765 |
| SEC # | 801-130388 |
| CIK # | |
| AUM | 346.4 M (2026-04-06) |
| Employees | 9 (44% Investors, 22% Brokers) |
| Phone | 860-679-5255 |
| Address | 10 Talcott Notch Road Farmington, CT 06032 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 103.9 |
| (b) Individuals (high net worth individuals) | 98 | 242.5 |
| (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 | 983 | 346.4 |
| By Discretionary | ||
| Discretionary | 912 | 306.3 |
| Non-Discretionary | 71 | 40.2 |
| Total | 983 | 346.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.4 | |
| Total | 983 | 346.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 72 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
NorthStar Asset Management LLC
✚
|
NJ | 347.9 M |
|
Michels Family Financial LLC
✚
|
TX | 347.9 M |
|
United Financial Planning Group LLC
✚
|
NY | 347.5 M |
|
Pflug Koory LLC
✚
|
NE | 347.0 M |
|
Lodestone Wealth Management LLC
✚
|
WA | 346.5 M |
|
Gebhardt Group Inc
✚
|
CA | 346.4 M |
|
Rede Wealth LLC
✚
|
VA | 346.1 M |
|
Archway Wealth Management LLC
✚
|
MO | 345.7 M |
|
Continuum Wealth Advisors LLC
✚
|
NY | 345.6 M |
|
Ahakista Capital LLC
✚
|
345.0 M |