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Wealth Management Group of North America LLC
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CRD # | 125765 |
SEC # | 801-130388 |
CIK # | |
AUM | $191.4 MM (2024-08-23) |
Employees | 9 (33% Investors, 22% Brokers) |
Phone | 860-679-5255 |
Address | 10 Talcott Notch Road Farmington, CT 06032 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 205 | 57.8 |
(b) Individuals (high net worth individuals) | 94 | 133.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 766 | 191.4 |
By Discretionary | ||
Discretionary | 766 | 191.4 |
Non-Discretionary | 0 | 0.0 |
Total | 766 | 191.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 191.4 | |
Total | 766 | 191.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Octavia Investments LLC
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|
NV | 0.2 |
Griffiths Dreher & Evans PS CPAS
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|
WA | 0.2 |
Iwealth Financial LLC
✚
|
MN | 0.2 |
Prairie Rivers Investments LLC
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|
IL | 0.2 |
1492 Capital Management LLC
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|
WI | 0.2 |
Glass Wealth Management Co LLC
✚
|
TX | 0.2 |
Lake Tahoe Wealth Management Inc
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|
CA | 0.2 |
Teramo Advisors LLC
✚
|
FL | 0.2 |
BCK Partners Inc
✚
|
NY | 0.2 |
C2C Wealth Management LLC
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|
AZ | 0.2 |