G.M. Wilson, Private Wealth Management Group
Firm details
- Headquarters
- ,
- CRD number
- 129692
- Fee structure
- Percentage of AUM
- Client types
- Individuals60.78%
- HNWI39.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
G.M. Wilson, Private Wealth Management Group is an owner-operated independent RIA organized as a sole proprietorship that focuses on individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses and acts as a registered representative of a broker-dealer. Its advisory fees are charged as a percentage of assets under management. The firm is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities50%
- Cash & Cash Equivalents20%
- Exchange Traded Equities10%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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