Wilson Investment Advisory Services, LLC

RIASEC Registered
Total AUM
$57.8M
Discretionary
$45.7M
79% of AUM
Avg account
$696K
Accounts
83
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
133771
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.12%
  • Individuals26.88%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Wilson Investment Advisory Services, LLC is a small, client-focused RIA that concentrates on portfolio management for individuals and small businesses. The firm favors equity exposure, using exchange-traded equities and ETFs as the dominant vehicle for client portfolios. Its business model combines percentage-of-AUM fees with occasional hourly and fixed-fee engagements, which supports both ongoing discretionary portfolio management and advisory relationships where clients retain some control. Advisory work appears oriented toward traditional wealth-management outcomes—capital appreciation and income—rather than niche strategies. The firm lists an accountant among its industry affiliations, which suggests an emphasis on tax-aware planning and coordination with tax professionals for clients who need integrated financial and tax advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • William Wilson

    Investment Advisor RepresentativeCRD 1279531

Wealth teams

FINTRX

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