W
$32.1M Total AUM
$30.3M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-05-2018
- Office Locations
- 1
Office Locations
231 Capitol Street Suite 400 Charleston WV
About WNA Wealth Management, LLC
WNA Wealth Management, LLC is a Charleston-based RIA. The firm has been operating for 7 years. Managing $32.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$32.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT L NISTENDIRK
Chief Compliance Officer, Owner, Partner
- CRD
- #7005935
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,321,710 | -- |
| Non-Discretionary | $1,743,206 | -- |
| Total | $32,064,916 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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