J WILSON WEALTH MANAGEMENT

Overview

J Wilson Wealth Management is a small, independent registered investment adviser that serves individuals and families, along with small-business owners. The firm operates primarily as a fee-based planner and portfolio manager, offering a mix of percentage-of-AUM, hourly, subscription and fixed-fee arrangements. Investment activity tilts strongly toward publicly traded equities and exchange-traded funds, with portfolio construction centered on discretionary management. The adviser does not list itself as an active ESG investor and appears focused on delivering tailored equity exposure and retirement-oriented planning rather than institutional pension consulting or multi-state institutional work. Portfolios are implemented through separately managed account (SMA) structures and pooled mutual fund/annuity solutions depending on client needs. That mix supports individualized positioning — tax-aware equity allocations, concentrated holdings where appropriate, and ETF-based core sleeves for broad-market exposure. Given the firm’s size, client relationships are likely direct and advisory-led, with financial planning integrated into ongoing portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices