WILSON FINANCIAL ADVISORY SERVICES

WILSON FINANCIAL ADVISORY SERVICES is an SEC-registered investment adviser (CRD 289286). Regulatory assets under management: $10.0M.

Registration

• CRD: 289286
• Type: Registered investment adviser
• Phone: 260-450-1942
• Latest filing: 2026-07-13
• Regulatory AUM: $10.0M
• Non-discretionary AUM: $10.0M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search