# WILSON FINANCIAL ADVISORS, LLC

WILSON FINANCIAL ADVISORS, LLC of GARDEN GROVE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289782
- Type: SEC-registered investment adviser
- Location: 12419 LEWIS STREET #202, GARDEN GROVE, CA, 92840
- Phone: 714-204-0870
- Latest filing: 2026-05-22
- Regulatory AUM: $12.6M
- Discretionary AUM: $12.6M
- Clients: 2
- Accounts: 241

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289782/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289782/similar
- Related entities: https://search.stillhousedata.com/firm/289782/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289782

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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.