Wilson Wealth Management Group, L. L. C.

Overview

Wilson Wealth Management Group, L. L. C. is an independent, individually owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and the publication of client-facing periodicals or newsletters. It also operates as an insurance broker, which is reflected in its mix of advisory and insurance products. Fee arrangements include a percentage-of-AUM model and hourly charges. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices