WILCO FINANCIAL, LLC

WILCO FINANCIAL, LLC is an SEC-registered investment adviser (CRD 329081). Regulatory assets under management: $11.0M.

Registration

• CRD: 329081
• Type: Registered investment adviser
• Phone: 615-237-8750
• Latest filing: 2026-03-26
• Regulatory AUM: $11.0M
• Discretionary AUM: $11.0M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM.

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 329081 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search