WILSON FINANCIAL ADVISORS, INC.

WILSON FINANCIAL ADVISORS, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 116274).

Registration

• CRD: 116274
• Type: Registered investment adviser
• Location: 230 SOUTH 500 EAST, SALT LAKE CITY, UT, 84102
• Phone: 801-355-5210
• Latest filing: 2023-12-14
• Clients: 3

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116274 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search