WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
DBA: WMGNA
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $346.4M |
| Discretionary | $306.3M88% of AUM |
| Non-Discretionary | $40.2M |
| Client Accounts | 983 |
| Avg Account Size | $352K |
| Employees | 9 |
| Peak AUM | $346.4MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $346M | +59.6% | +34.6% | — | |
| Discretionary AUM | $306M | ||||
Key Metrics
| Total AUM | $346.4M |
| Discretionary | $306.3M |
| Employees | 9 |
| Client Accounts | 983 |
| Client Range | 101-250 |
Contact & Location
Address
10 TALCOTT NOTCH ROAD
FARMINGTON CT 06032
Phone
860-679-5255
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$306M
88.4% of AUM
Non-Discretionary
$40M
11.6% of AUM
Disc. mix ▲ 4.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution