Wilson Lee of San Jose, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Wilson Lee appears on 9 filing roles across Form ADV (7), Form D (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GEN-WEALTH PARTNERS, INC. | PRESIDENT | ZEELAND, MI |
| — | Form ADV | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | PRESIDENT | LOMBARD, IL |
| — | Form ADV | KAILAI ADVISERS LTD. | DIRECTOR OF KAILAI ADVISERS LTD. | LOS ANGELES, CA |
| — | Form ADV | PWMCO, LLC | PRESIDENT & TREASURER | LOMBARD, IL |
| — | Form ADV | CENTENNIAL PARTNERS, LLC | CHAIRMAN OF THE BOARD | MEMPHIS, TN |
| — | Form ADV | MERITAGE CAPITAL, LLC | MEMBER | AUSTIN, TX |
| — | Form ADV | WILSON INVESTMENT MANAGEMENT, LLC | DIRECTOR | MEMPHIS, TN |
| 2013-06-05 | Form D | ON DEMAND REAL TIME LLC | Executive Officer | STAMFORD, CT |
| 2025-01-14 | Form D | CloudWerx, Inc. | Director | San Jose, CA |