WILSON & BROWNING, INC.

WILSON & BROWNING, INC. of CLEVELAND HEIGHTS, OH is an SEC-registered investment adviser (CRD 121900). Regulatory assets under management: $18.5M.

Registration

• CRD: 121900
• Type: Registered investment adviser
• Location: 2385 KENILWORTH RD., CLEVELAND HEIGHTS, OH, 44106
• Phone: 216-464-2133
• Latest filing: 2026-02-02
• Regulatory AUM: $18.5M
• Discretionary AUM: $18.5M
• Clients: 1
• Accounts: 85

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121900 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search