WILHELM FINANCIAL SERVICES, PLLC

WILHELM FINANCIAL SERVICES, PLLC is an SEC-registered investment adviser (CRD 117504). Regulatory assets under management: $171.3M.

Registration

• CRD: 117504
• SEC file number: 801-126685
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117504 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search