Wilson Financial Advisory Services
Firm details
- Headquarters
- ,
- CRD number
- 289286
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wilson Financial Advisory Services operates as a small, individual-owned LLC that blends advisory work with insurance brokerage. The firm provides portfolio management for individuals and small businesses and performs selection of other advisers, positioning itself as a capital allocator for client relationships. Its business model is fee-based (percentage of assets under management) and the firm does not identify as an active ESG investor. Offerings emphasize equity exposure and insurance-linked solutions consistent with its broker role.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities80%
- US Government Bonds10%
- Public Funds/Mutual Funds10%
Owners & executives
1 of 1
Ryan Wilson
Managing Member And Chief Compliance OfficerCRD 4955717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations