Wilhelm Financial Services, Pllc

Overview

Wilhelm Financial Services, Pllc is a single-office independent registered investment adviser that serves individual and family clients primarily through fee-based portfolio management and financial planning. The firm emphasizes advisory relationships that are non‑discretionary, meaning clients retain final trading authority while the adviser provides model portfolios, recommendations and planning. Investment activity is concentrated in publicly offered pooled vehicles—chiefly mutual funds and public funds—rather than direct equity trading. The firm does not position itself as an ESG investor and reports a traditional percentage‑of‑AUM fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices