WNA Wealth Management, LLC

Overview

WNA Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with the ability to charge fixed fees and hourly fees for specific work. WNA does not identify itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an affiliation with an accountant in its industry relationships.

Assets & Accounts

Public Holdings

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Location & Offices