J WILSON WEALTH MANAGEMENT

J WILSON WEALTH MANAGEMENT of DAVISON, MI is an SEC-registered investment adviser (CRD 304029). Regulatory assets under management: $25.0M.

Registration

• CRD: 304029
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304029 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search