WILSON WEALTH MANAGEMENT, INC.

Overview

Wilson Wealth Management, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm combines fee-for-service planning with portfolio management for individuals and small businesses, and it offers pension consulting on a limited basis. Compensation is a mix of AUM-based fees, hourly charges and fixed fees. Wilson also operates as an insurance broker, and its reported activity does not identify a focus on ESG investing or multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives