WILSON FINANCIAL GROUP, LLC

WILSON FINANCIAL GROUP, LLC of SUWANEE, GA is an SEC-registered investment adviser (CRD 152097). Regulatory assets under management: $49.8M.

Registration

• CRD: 152097
• Type: Registered investment adviser
• Location: 1325 SATELLITE BLVD. NW, SUWANEE, GA, 30024-4697
• Phone: (770) 447-9426
• Latest filing: 2026-03-27
• Regulatory AUM: $49.8M
• Discretionary AUM: $32.4M
• Non-discretionary AUM: $17.4M
• Clients: 2
• Accounts: 97

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152097 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search