Wealth Management Group of North America provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Wealth Management Group of North America reports 326 clients. They include 228 individual clients and 98 high-net-worth individuals. Of its assets, 88.4% ($306M across 912 accounts) are managed with discretion; $40.2M across 71 accounts are not. It advised 72 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 30% |
| High-net-worth individuals | 30% | 70% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 228 | $104M | 30.0% | $456K |
| High-net-worth individuals | 98 | $243M | 70.0% | $2.47M |
| Total | 326 | $346M | 100% | $1.06M |
- Clients
- 228
- Regulatory AUM
- $104M
- AUM share
- 30.0%
- Avg. per client
- $456K
- Clients
- 98
- Regulatory AUM
- $243M
- AUM share
- 70.0%
- Avg. per client
- $2.47M
Total
- Clients
- 326
- Regulatory AUM
- $346M
- AUM share
- 100%
- Avg. per client
- $1.06M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 72
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Wealth Management Group of North America is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting & Tax
- Financial consulting and tax work is billed hourly at a maximum of $325 an hour with a 3-hour minimum.
- Financial Planning & Tax subscription
- Financial planning and tax services are a subscription costing $1,200 to $12,000 a year, billable monthly.
Brian Beck owns 50% to 75% of Wealth Management Group of North America. The leadership team of Wealth Management Group of North America includes President Brian Beck. It has 9 employees, 4 of them in advisory roles.
Leadership
- Brian BeckPresident / Chief Compliance Officer
- Daniel FriedmanCEO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Brian Perry Beck
- Daniel J Friedman
- Christopher James Powers
- Jacob Paul Sapia
Staff
- 9 employees
- 4 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Wealth Management Group of North America, LLC
Brian Beck
Control person · since June 1995
- Owns 50% to 75% of Wealth Management Group of North America, LLC
Daniel Friedman
Control person · since June 1995
Wealth Management Group of North America’s regulatory assets grew 1.8× from $191M (May 2024) to $346M (April 2026); clients rose from 299 to 326 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $346M | 326 | 9 | 2 |
| March 2025 | $217M | 337 | 9 | 2 |
| May 2024 | $191M | 299 | 9 | 2 |
Besides its headquarters, Wealth Management Group of North America has 1 office, with 2 listed addresses in Connecticut and Florida.
Connecticut · 1 listed address
- 10 Talcott Notch Road, Suite 103, FarmingtonHQ
Florida · 1 listed address
- 6501 Congress Avenue, Suite, Boca Raton
Other business names
Wealth Management Group of North America has reported 1 other business name to the SEC.
- Wmgna
Contact and registration details
- Legal name
- Wealth Management Group of North America, LLC
- Headquarters
- 10 Talcott Notch Road, Suite 103, Farmington, CT 06032
- Website
- wmgna.com
- Phone
- 860-679-5255
- @wmgna
- SEC file
- 801-130388
- Founded
- 1996
- Structure
- Connecticut LLC
- Fiscal year end
- December
Wealth Management Group of North America uses Charles Schwab ($277M, 81%) and Fidelity ($65.8M, 19%) as custodians for its separately managed accounts. Wealth Management Group of North America does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $277M81%
- FidelityNational Financial Services LLC · Boston, MA · $65.8M19%
At year end, Wealth Management Group of North America’s separately managed accounts were mostly in stocks (70%) and bonds (25%).
What the accounts hold
- Stocks70%
- Bonds25%
- U.S. government and agency bonds7%
- State and local bonds7%
- Investment grade corporate bonds7%
- High-yield corporate bonds4%
- Cash5%
How many clients does Wealth Management Group of North America have?
Wealth Management Group of North America has 326 clients and manages $346 million for them, as of April 2026. They include 228 individual clients and 98 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 April 2026
What services does Wealth Management Group of North America offer?
Wealth Management Group of North America provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Wealth Management Group of North America use?
Wealth Management Group of North America’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $277M and National Financial Services LLC (Boston, MA), with $65.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 April 2026
How many financial advisors does Wealth Management Group of North America have?
Wealth Management Group of North America has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Management Group of North America invest in?
At the end of its last fiscal year, Wealth Management Group of North America’s separately managed accounts held 70% non-exchange-traded equities, 7% U.S. government and agency bonds, 7% state and local bonds, 7% investment grade corporate bonds, 5% cash and equivalents and 4% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Management Group of North America?
Wealth Management Group of North America’s direct owners are Brian Beck (50% to 75%) and Daniel Friedman (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 April 2026
How does Wealth Management Group of North America get paid?
Wealth Management Group of North America is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealth Management Group of North America registered with the SEC?
Yes, Wealth Management Group of North America has been registered with the SEC as an investment adviser since 17 June 2024. Its CRD number is 125765 and its SEC file number is 801-130388.
Source: Form ADV Part 1A, Item 1, filed 6 April 2026; IAPD firm record
How do I contact Wealth Management Group of North America?
Wealth Management Group of North America’s main office is at 10 Talcott Notch Road, Suite 103, Farmington, CT 06032. Its phone number is 860-679-5255. Its website is wmgna.com.