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| Keyboard |
| Wilhelm Financial Services PLLC
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|---|---|
| CRD # | 117504 |
| SEC # | 801-126685 |
| CIK # | |
| AUM | 171.3 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 360-593-9919 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 171.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34 | 171.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 34 | 171.3 |
| Total | 34 | 171.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.3 | |
| Total | 34 | 171.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Goverman Financial Solutions LLC
✚
|
MA | 171.9 M |
|
Crawford Gregory Jason
✚
|
CA | 171.6 M |
|
CAVU Wealth Advisors LLC
✚
|
CA | 171.6 M |
|
Scottsdale Wealth Planning Inc
✚
|
AZ | 171.5 M |
|
Genesis Financial Group LLC
✚
|
NJ | 171.3 M |
|
RJ Cloud Advisors & Company
✚
|
OK | 171.3 M |
|
Hegarty Advisors LLC
✚
|
NY | 171.1 M |
|
Wealth Engineering LLC
✚
|
AZ | 171.0 M |
|
RMR Capital Management LLC
✚
|
CA | 170.8 M |
|
Taylor Wealth Management LLC
✚
|
CA | 170.5 M |