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WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC.
CRD 313185 · SEC 801-120747
2400 86TH STREET, SUITE 32, URBANDALE, IA, 50322, United States
Phone
515-225-9500
Fax
515-225-9501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.1M
Discretionary AUM
$264.1M
Team
8 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $43.6M |
| High net worth individuals | 130 | $215.4M |
| Charitable organizations | 4 | $5.1M |
States served
AZ, IL, IA, KS, MN, NE, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD