Wmgna is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, CT. Its latest Form ADV filing, dated April 6, 2026, reports $346M in regulatory assets under management, 9 employees, 1 office, and 983 accounts.
Assets Under Management
$346M
Employees
9
Offices
1 office
Total Clients
326
Primary office
FARMINGTON, CT
10 TALCOTT NOTCH ROAD, SUITE 103, FARMINGTON, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.9% of total clients.
Top client categories% of clientsClients
1
Individuals
69.9%
228
2
HNWI
30.1%
98
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$346Mas of April 6, 2026
Discretionary88.4%
$306M
88% of total RAUM88.4%
Non-discretionary11.6%
$40M
12% of total RAUM11.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$346M
Total Accounts983
10Y AUM Change+$155M (+81.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.