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WILSON WEALTH STEWARDSHIP
WILSON WEALTH STEWARDSHIP, INC.
CRD 297725
1900A NORTHSIDE CROSSING, MACON, GA, 31210, United States
Phone
(470) 357-6900
Fax
(470) 357-6905
Registration
— (—)
Source
State registered
Total AUM
$58.9M
Discretionary AUM
$58.9M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 146 | $45.6M |
| High net worth individuals | 9 | $13.3M |
All web addresses on file
Official SEC filing: View on IAPD