WILSON WEALTH MANAGEMENT, INC.

WILSON WEALTH MANAGEMENT, INC. of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 294731). Regulatory assets under management: $78.1M.

Registration

• CRD: 294731
• Type: Registered investment adviser
• Location: 1555 EAST STRATFORD AVENUE, SALT LAKE CITY, UT, 84106
• Phone: (801) 467-5300
• Latest filing: 2026-03-23
• Regulatory AUM: $78.1M
• Discretionary AUM: $77.7M
• Non-discretionary AUM: $458K
• Clients: 2
• Accounts: 158

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294731 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search