RIA Intel›Advisers›West Virginia›WNA WEALTH MANAGEMENT, LLC

WNA WEALTH MANAGEMENT, LLC

Advisory

CHARLESTON, WV

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$553K

across 58 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$30M

Non-Discretionary AUM$2M

Discretionary %94.6%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

JACOBS & COMPANY

$29M

RETIREMENT PLANNING CONSULTANTS INC

SOUTH CHARLESTON, WV

$27M

BLACKBEAR CAPITAL, LLC

$38M

BELL SANDRA PARKER

PARKERSBURG, WV

$38M

APPALACHIAN ASSET MANAGEMENT

$25M

STONE CAPITAL MANAGEMENT, INC.

$18M

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