Wmgna
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 125765
- SEC number
- 801-130388
- Firm type
- RIA
- Assets under management
- $346.4M as of Apr 6, 2026
- Website
- twitter.com/WMGNA?LANG=EN ↗
- Phone
- 860-679-5255
- Address
- 10 Talcott Notch Road, Farmington, CT, 06032
Advisors at this firm
4 in our index · page 1 of 1
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Brian Perry BeckCRD 2289087 · Farmington, CTIA RegisteredBrokerDisclosure event(s) on record
-
Daniel J FriedmanCRD 2000690 · Farmington, CTIA RegisteredRegistration inactive
-
Christopher James PowersCRD 2578640 · Farmington, CTIA RegisteredBrokerDisclosure event(s) on record
-
Jacob Paul SapiaCRD 7120554 · Farmington, CTIA RegisteredBroker
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 125765 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.