WILSON GROUP FINANCIAL MANAGEMENT, LLC

WILSON GROUP FINANCIAL MANAGEMENT, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 339651). Regulatory assets under management: $125.1M.

Registration

• CRD: 339651
• SEC file number: 801-135155
• Type: Registered investment adviser
• Location: 121 S. ORANGE AVE NORTH TOWER, SUITE 1500, ORLANDO, FL, 32801
• Phone: 1-800-779-4592
• Latest filing: 2026-05-28
• Regulatory AUM: $125.1M
• Discretionary AUM: $125.1M
• Clients: 9
• Accounts: 190

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339651 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search