# WNA Wealth Management, LLC

> WNA Wealth Management, LLC is a state-registered investment advisory firm in Charleston, WV, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 298510
- Filed as: WNA WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charleston, WV
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298510
- AdvisorCensus page: https://advisorcensus.com/firm/wna-wealth-management-llc-charleston-wv-298510

## Quick answers

**How is WNA Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WNA Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is WNA Wealth Management, LLC located?**
WNA Wealth Management, LLC's principal office is in Charleston, WV, according to its Form ADV.

**Is WNA Wealth Management, LLC registered with the SEC or a state?**
WNA Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298510.

**How much does WNA Wealth Management, LLC manage?**
WNA Wealth Management, LLC reports $32,064,916 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (95% discretionary).

**What types of clients does WNA Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (6).

**Does WNA Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298510

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $32,064,916
- Discretionary: $30,321,710
- Non-discretionary: $1,743,206

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,266,561 |
| High net worth individuals | 6 | $25,062,578 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,735,777 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wnawm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WNA Wealth Management, LLC (CRD 298510): Form ADV filing data as of October 2026.