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WILON WEALTH MANAGEMENT
2400 86th Street
Suite 32
Urbandale, Iowa 50322
Tel: 515-225-9500
About WILON WEALTH MANAGEMENT
WILON WEALTH MANAGEMENT, formally registered with the SEC as WILON WEALTH MANAGEMENT. The firm was established in 04/09/2021. They have over 3 offices throughout the country.
WILON WEALTH MANAGEMENT is a Urbandale, Iowa based Financial Planning firm with nearly $183,581,167 assets under management, offering retirement planning & investment advisory services to 799 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313185 |
| SEC# | 801-120747 |
| Assets Managed by Firm | $183,581,167 |
| No. of Clients | 799 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 799 | $183,581,167 |
| Individuals (other than high net worth individuals) | 235 | $62,226,016 |
| High net worth individuals | 73 | $117,402,669 |
| Charitable organizations | Fewer than 5 clients | $3,952,482 |
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