# WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC of FARMINGTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 125765
- Type: SEC-registered investment adviser
- SEC file number: 801-130388
- Location: 10 TALCOTT NOTCH ROAD, SUITE 103, FARMINGTON, CT, 06032
- Phone: 860-679-5255
- Latest filing: 2026-04-06
- Regulatory AUM: $346.4M
- Discretionary AUM: $306.3M
- Non-discretionary AUM: $40.2M
- Clients: 9
- Accounts: 983

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Brian Perry Beck | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| Daniel Jay Friedman | CEO | — |
| FRIEDMAN BRIAN JAY | CEO | — |
| BECK BRIAN PERRY | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125765/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125765/similar
- Related entities: https://search.stillhousedata.com/firm/125765/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125765

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.