Falists
← Back to search

WIL, LLC

CRD 170737 · SEC 801-124771

Visit website

636 WAVERLEY STREET, SUITE 100, PALO ALTO, CA, 94301, United States

Phone

650-329-0300

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.27B

Discretionary AUM

$2.27B

Team

45 total employees; 18 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles8$2.27B

States served

CA

All web addresses on file

Official SEC filing: View on IAPD