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WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

C48
CRD 125765·SEC 801-130388·FARMINGTON, CT
AUM
$346.4M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD
125765
SEC file #
801-130388
EIN
—
DBA names
Wmgna

Economics

AUM
$346.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$217.1M → $346.4M▲ +60%
Client mix
Individuals Other228
Individuals High Net Worth98

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
FARMINGTON CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
twitter.com/wmgna?lang=en(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BECK, BRIAN, PERRY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BECK, BRIAN, PERRY
FRIEDMAN, DANIEL, JAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2289087
Trust Company Affiliate
No

People (4)

4
FRIEDMAN, DANIEL, JAY
IAR · Direct Owner · 62.5%
2000690
BECK, BRIAN, PERRY
IAR · Direct Owner · 62.5%
2289087
CHRISTOPHER JAMES POWERS
IAR
2578640
Jacob Paul Sapia
IAR
7120554