WILSON WEALTH MANAGEMENT GROUP, L. L. C.

WILSON WEALTH MANAGEMENT GROUP, L. L. C. is an SEC-registered investment adviser (CRD 132912). Regulatory assets under management: $50.7M.

Registration

• CRD: 132912
• Type: Registered investment adviser
• Phone: 704.327.3189
• Latest filing: 2026-06-17
• Regulatory AUM: $50.7M
• Discretionary AUM: $49.7M
• Non-discretionary AUM: $1.1M
• Clients: 5
• Accounts: 732

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132912 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search