WILSON FINANCIAL ADVISORS, LLC

WILSON FINANCIAL ADVISORS, LLC of GARDEN GROVE, CA is an SEC-registered investment adviser (CRD 289782). Regulatory assets under management: $12.6M.

Registration

• CRD: 289782
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289782 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search