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| Keyboard |
| Wilson Group Financial Management LLC
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|---|---|
| CRD # | 339651 |
| SEC # | 801-135155 |
| CIK # | |
| AUM | 125.1 M (2026-05-28) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 800-779-4592 |
| Address | 121 S Orange Ave North Tower Orlando, FL 32801 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 29.0 |
| (b) Individuals (high net worth individuals) | 61 | 80.5 |
| (c) Banking or thrift institutions | 1 | 15.6 |
| (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 | 190 | 125.1 |
| By Discretionary | ||
| Discretionary | 190 | 125.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 190 | 125.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.1 | |
| Total | 190 | 125.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ODA and Company Inc
✚
|
OH | 125.6 M |
|
Hyphen Wealth Management LLC
✚
|
CA | 125.6 M |
|
Lone Peak Advisers LLC
✚
|
UT | 125.4 M |
|
Maytal Asset Management LLC
✚
|
NY | 125.3 M |
|
WMS Group LLC
✚
|
125.3 M | |
|
Mar Wealth Management Services LLC
✚
|
FL | 125.1 M |
|
Masterpiece Capital LLC
✚
|
TX | 124.9 M |
|
Sawyer Capital Management Inc
✚
|
124.9 M | |
|
Harborview Asset Management LLC
✚
|
WA | 124.7 M |
|
Summit Financial Partners Inc
✚
|
VA | 124.5 M |