WNA Wealth Management, LLC

RIASEC Registered

Total AUM

$32.1M

Discretionary

$30.3M

95% of AUM

Avg account

$553K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charleston, West Virginia
CRD number: 298510
Website: www.wnacpas.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.16%
Individuals16.42%
Pension & Profit Sharing Plans5.41%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

WNA Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on advising individuals, families and small-business clients, offering financial planning and portfolio management services. Its fee menu includes asset-based fees, hourly charges and fixed-fee engagements. WNA does not market itself as a multi-state adviser or pension consultant, does not identify as an active ESG investor, and is not structured as a capital allocator. An accounting industry affiliation is noted.