WILSON WEALTH MANAGEMENT GROUP, L. L. C.
WILSON WEALTH MANAGEMENT GROUP, L.L.C.
CRD 132912
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$50.7M
Discretionary AUM
$49.7M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Verify reputation
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 468 | $36.8M |
| High net worth individuals | 12 | $12.9M |
| Pension/profit sharing plans | 7 | $1.1M |
All web addresses on file
- https://thewealthequation.podbean.com/
- HTTPS://WWW.YOUTUBE.COM/USER/WILSONWEALTH
- https://thewilsonwealthshow.podbean.com/
- https://johnsoncap.com/
- https://www.instagram.com/johnsoncapitalplanning/
- https://www.instagram.com/wilsonwealth/
- HTTP://WWW.WILSONWEALTH.COM/
- HTTPS://WWW.FACEBOOK.COM/WILSONWEALTH
- https://www.youtube.com/@WealthEquationPodcast
- https://bit.ly/wealthlive
Official SEC filing: View on IAPD