Wmgna
Wmgna is an SEC-registered wealth manager in Farmington, CT with $346.4M assets under management (AUM, regulatory AUM), +60% over one year. See who owns Wmgna: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125765, SEC 801-130388, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $346.4M (2026-04-06)
- Firm type
- Wealth Manager
- Location
- Farmington, CT
- Employees
- 9
- Clients
- 326
- CRD
- 125765
- Ownership
- FRIEDMAN, DANIEL, JAY; BECK, BRIAN, PERRY
How much AUM does Wmgna have?
Wmgna reported $346.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Wmgna?
Disclosed owners and executives of Wmgna include FRIEDMAN, DANIEL, JAY, BECK, BRIAN, PERRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.