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Ronna Lao

National Wealth Management Group, LLC
14 Years of Experience
Coconut Creek, FL
5 DisclosuresBroker
View SEC Summary
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Ronna Lao is a registered investment advisor at National Wealth Management Group, LLC, based in Coconut Creek, FL, with 14 years of industry experience. Ronna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 1,314 clients with $530M in assets under management.

National Wealth Management Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$407K average
Assets Under Management
$534.9M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual advisory fee is 2.25%. Fees are negotiable based on account size, complexity, and overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4171 West Hillsboro Boulevard, Suite 4, Coconut Creek, FL, 33073

Get directions

History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2021
Final
Financial
December 2019
Final
Financial
October 2019
Final
Financial
October 2019
Final
Financial
October 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
National Wealth Management Group, LLC
May 2026 - Present · 5 mos
LPL Financial LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2023 - February 2026 · 3 yrs
Raymond James Financial Services, INC.Broker
October 2022 - February 2026 · 3 yrs 4 mos
Manning & Napier Investor Services, INC.Broker
June 2011 - May 2014 · 2 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
August 2006 - June 2009 · 2 yrs 10 mos
Credit Suisse Securities (USA) LLCBroker
November 2001 - June 2006 · 4 yrs 7 mos
State Registrations6 states
FLGANJNYTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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