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WILSON WEALTH MANAGEMENT, INC.
CRD 294731
1555 EAST STRATFORD AVENUE, STE 100, SALT LAKE CITY, UT, 84106, United States
Phone
(801) 467-5300
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$78.1M
Discretionary AUM
$77.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $15.8M |
| High net worth individuals | 28 | $59.1M |
All web addresses on file
Official SEC filing: View on IAPD