# J WILSON WEALTH MANAGEMENT

J WILSON WEALTH MANAGEMENT of DAVISON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 304029
- Type: SEC-registered investment adviser
- Location: 105 E 2ND STREET, DAVISON, MI, 48423
- Phone: 810-202-9264
- Latest filing: 2026-01-26
- Regulatory AUM: $25.0M
- Discretionary AUM: $25.0M
- Clients: 1
- Accounts: 197

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304029/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304029/similar
- Related entities: https://search.stillhousedata.com/firm/304029/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304029

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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.