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WILSON FINANCIAL ADVISORS, LLC
CRD 289782
12419 LEWIS STREET #202, GARDEN GROVE, CA, 92840, United States
Phone
714-204-0870
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.6M
Discretionary AUM
$12.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)Educational seminarsCONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 238 | $10.4M |
All web addresses on file
Official SEC filing: View on IAPD