WMGNA

Overview

Wmgna is an independent registered investment adviser that began SEC registration in 2024 and operates as a capital allocator for individual and family clients. The firm combines fee structures — a percentage of AUM, hourly charges and fixed fees — with brokerage and insurance capabilities (it acts as a registered representative of a broker‑dealer and as an insurance broker). That operational mix allows Wmgna to deliver integrated financial planning and portfolio management while also placing client capital into third‑party managers and insurance products. Investment activity centers on an equity preference, with a heavy exposure to non‑exchange traded equities. The firm provides portfolio management for individuals and small businesses and performs selection-of-other-advisers work, which it uses to access hedge funds, real estate strategies and specialized managers. Wmgna identifies as an active ESG investor, so ESG criteria are incorporated into manager selection and security screening where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices