# WILSON FINANCIAL GROUP, LLC

WILSON FINANCIAL GROUP, LLC of SUWANEE, GA is an SEC-registered investment adviser.

## Registration

- CRD: 152097
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152097/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152097/similar
- Related entities: https://search.stillhousedata.com/firm/152097/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152097

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.