G.M. Wilson, Private Wealth Management Group

RIASEC Registered
Total AUM
$25.5M
Discretionary
$0
0% of AUM
Avg account
$260K
Accounts
98
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 50%, Cash & Cash Equivalents 20%, Exchange Traded Equities 10%, US Government Bonds 10%, Investment Grade Corp Bonds 10%50%
  • Non-Exchange Traded Equities50%
  • Cash & Cash Equivalents20%
  • Exchange Traded Equities10%
  • US Government Bonds10%
  • Investment Grade Corp Bonds10%

Contacts

1 of 1
  • Gregory Wilson

    Gregory Wilson

    PresidentCRD 2867439

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth