WILON WEALTH MANAGEMENT
Firm details
- Headquarters
- URBANDALE, Iowa
- CRD number
- 313185
- Registered since
- April 9, 2021
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.57%
- Individuals16.49%
- Charitable Organizations1.94%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wilon Wealth Management is an independent, SEC-registered registered investment adviser formed in 2021 and owned by an individual. The firm serves both individual & family and institutional clients and functions as a capital allocator, selecting and placing capital with third‑party managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities13%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5JASON WILTSE
Wealth Advisor, Co-FounderCRD 4930051
Connor Peck
Wealth AdvisorCRD 7292715
DRAKE ELLGREN
AnalystCRD 8029674
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
URBANDALE, IA
POLK
Location
URBANDALE, IA
Headquartered in URBANDALE, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 2400 86th St
- Time zone
- CT (UTC-6)
- Office locations
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