firm profile
Wna Wealth Management, LLC
Overview
Wna Wealth Management, LLC is a state registered investment adviser based in Charleston, WV, registered since 2018. It reports $32.1M in assets under management across 58 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $32.1M
- Discretionary
- 95%
- Accounts
- 58
- Average account
- $553K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2018
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Robert L Nistendirk Owner, Chief Compliance Officer CRD 7005935
Advisory reps 1 of 1
- Robert L Nistendirk Investment Adviser Rep CRD 7005935
Location
- Headquarters
- 231 Capitol St Ste 400
Charleston, WV 25301 - County
- Kanawha
- Metro area
- Charleston, WV
- Region
- South
Registrations
- State registered
- Registered in 1 jurisdiction
- Website: wnawm.com
Every state, with registration dates
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