WILSON INVESTMENT ADVISORY SERVICES, LLC

WILSON INVESTMENT ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 133771). Regulatory assets under management: $57.8M.

Registration

• CRD: 133771
• Type: Registered investment adviser
• Phone: 972-612-1382
• Latest filing: 2026-02-09
• Regulatory AUM: $57.8M
• Discretionary AUM: $45.7M
• Non-discretionary AUM: $12.0M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133771 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search