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WILSON FINANCIAL GROUP, LLC
CRD 152097
1325 SATELLITE BLVD. NW, SUITE 103, SUWANEE, GA, 30024-4697, United States
Phone
(770) 447-9426
Fax
(770) 447-5283
Registration
— (—)
Source
State registered
Total AUM
$49.8M
Discretionary AUM
$32.4M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $7.3M |
| High net worth individuals | 20 | $39.2M |
| Pension/profit sharing plans | 2 | $3.3M |
| Corporations/business entities | 1 | $39K |
All web addresses on file
Official SEC filing: View on IAPD