Wealth Manager
    Manages Private Funds

    Wna Wealth Management, LLC

    Registered investment advisor · Charleston, West Virginia · CRD #298510

    Assets Under Management
    $32M
    Client Accounts
    58
    Employees
    1
    CRD Number
    298510
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wna Wealth Management, LLC

    Wna Wealth Management, LLC is a registered investment advisory firm headquartered in Charleston, West Virginia, managing approximately $32M in regulatory assets across 58 client accounts. The firm's full regulatory record is filed with the SEC under CRD #298510.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wna Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wna Wealth Management, LLC's AUM?

    Wna Wealth Management, LLC reports approximately $32M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wna Wealth Management, LLC headquartered?

    Wna Wealth Management, LLC is headquartered in Charleston, West Virginia.

    What is Wna Wealth Management, LLC's CRD number?

    Wna Wealth Management, LLC's CRD number is 298510. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wna Wealth Management, LLC manage?

    Wna Wealth Management, LLC manages approximately 58 client accounts according to its latest SEC filing.

    Is Wna Wealth Management, LLC SEC registered?

    Wna Wealth Management, LLC is registered as a STATE investment adviser.

    Similar advisors in West Virginia

    McKinley Carter Wealth Services, Inc.
    Wheeling, WV · $2.3B AUM
    Security Capital Management
    Wheeling, WV · $1.4B AUM
    Ntv Asset Management, LLC
    Charleston, WV · $1.2B AUM
    Commonwealth Financial Services
    Vienna, WV · $995M AUM
    Wesbanco Investment Department
    Wheeling, WV · $893M AUM
    Loc Investment Advisers
    Hurricane, WV · $771M AUM
    See all top RIA firms in West Virginia →

    Research firms like Wna Wealth Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial