Wilson Wealth Management Group, L. L. C.
Firm details
- Headquarters
- ,
- CRD number
- 132912
- Website
- www.wilsonwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals72.57%
- HNWI25.35%
- Pension & Profit Sharing Plans2.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Wilson Wealth Management Group, L. L. C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services, and it also produces periodicals or newsletters. Its client base spans individual and family clients as well as some institutional relationships. Fee arrangements include percentage-of-AUM billing and hourly charges. The firm does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
3 of 5
Christopher Watson
AdvisorCRD 7950944
Maurice Wilson
FounderCRD 4733669
Brian Willis
Investment Advisor RepresentativeCRD 2752216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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