G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP

G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP is an SEC-registered investment adviser (CRD 129692). Regulatory assets under management: $25.5M.

Registration

• CRD: 129692
• Type: Registered investment adviser
• Phone: 317-371-3205
• Latest filing: 2026-03-23
• Regulatory AUM: $25.5M
• Non-discretionary AUM: $25.5M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search