WNA Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,329,139
Clients
21
29% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$1,444,245
About
WNA Wealth Management provides investment advisory and financial planning services to individual clients, offering managed accounts (both discretionary and non-discretionary) and an asset-allocation program delivered through Savant Wealth Management. The firm’s brochure states there is no account minimum and also describes services and fee arrangements for retirement plan management.
The firm’s stated approach centers on written investment policy statements, asset allocation, dollar-cost averaging, and a mix of long- and short-term strategies, with ongoing monitoring and at least quarterly reviews. WNA discloses the firm’s assets under management by account type (approximately $30.3 million discretionary and $1.74 million non-discretionary as of December 31, 2025) and requires client authorization for discretionary trading when used.
WNA is affiliated with Woomer Nistendirk Associates, an accounting and consulting firm with the same owners, and the brochure discloses potential conflicts and that clients may be recommended to use the affiliate for tax and accounting work. The firm also outsources portfolio management and operational functions through the Savant Advisor Services program (including specified revenue-sharing arrangements), requests clients use custodians with which it has relationships, does not aggregate client orders, and notes reliance on service providers that use artificial intelligence components with related due-diligence practices.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Annuities
Fee options
Fixed fees for financial planning projects range from $1,000 to $5,000
Under $1,000,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Hourly fees range from $100 to $210 per hour
Fee-only: Financial planning fees charged as fixed fees ranging from $1,000 to $5,000 per project or hourly fees from $100 to $210 per hour
Main office location
WNA Wealth Management, LLC
231 Capitol Street, Suite 400
Charleston WV 25301, United States
Number of offices
1
Most active in
WNA Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
West Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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