WNA WEALTH MANAGEMENT, LLC

WNA WEALTH MANAGEMENT, LLC of CHARLESTON, WV is an SEC-registered investment adviser (CRD 298510). Regulatory assets under management: $32.1M.

Registration

• CRD: 298510
• Type: Registered investment adviser
• Location: 231 CAPITOL STREET, CHARLESTON, WV, 25301
• Phone: (304) 342-2006
• Latest filing: 2026-03-03
• Regulatory AUM: $32.1M
• Discretionary AUM: $30.3M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298510 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search