# WILHELM FINANCIAL SERVICES, PLLC

WILHELM FINANCIAL SERVICES, PLLC is an SEC-registered investment adviser.

## Registration

- CRD: 117504
- Type: SEC-registered investment adviser
- SEC file number: 801-126685
- Phone: 360-593-9919
- Latest filing: 2026-03-31
- Regulatory AUM: $171.3M
- Non-discretionary AUM: $171.3M
- Clients: 1
- Accounts: 34

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Bret David Wilhelm | MANGER/MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WILHELM BRET DAVID | MANGER/MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117504/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117504/similar
- Related entities: https://search.stillhousedata.com/firm/117504/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117504

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.