# POLSON WEALTH MANAGEMENT

POLSON WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 342568
- Type: SEC-registered investment adviser
- SEC file number: 801-136441
- Phone: 515-901-8804
- Latest filing: 2026-05-07
- Clients: 2

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Julie Ann Wagner | CHIEF COMPLIANCE OFFICER | — |
| Jay Carl Polson | MEMBER AND MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/342568/brochure
- Similar advisers: https://search.stillhousedata.com/firm/342568/similar
- Related entities: https://search.stillhousedata.com/firm/342568/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/342568

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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.