# WNA WEALTH MANAGEMENT, LLC

WNA WEALTH MANAGEMENT, LLC of CHARLESTON, WV is an SEC-registered investment adviser.

## Registration

- CRD: 298510
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298510/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298510/similar
- Related entities: https://search.stillhousedata.com/firm/298510/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298510

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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.