Wealth Management Group of North America, LLC
● SEC registered since 2024CRD 125765SEC# 801-130388Farmington, CT
Reg. AUM
$346.4M
Employees
9
Accounts
983
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 $346.4 million in regulatory assets under management and employs 9 people.
Wealth Management Group of North America, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Perry Beck Control | President / Chief Compliance Officer | 50-75% | 1995 |
| Daniel Jay Friedman Control | Ceo | 50-75% | 1995 |
Frequently asked questions
How much does Wealth Management Group of North America, LLC manage?
Wealth Management Group of North America, LLC reports $346.4 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
| Address | 10 Talcott Notch Road, Suite 103, Farmington, CT 06032 |
| Phone | 860-679-5255 |
| Fax | 866-925-0090 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$346.4M▲ 60%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$346.4Mregulatory AUM
Discretionary $306.3MNon-discretionary $40.2M