Wilson Investment Advisory Services, LLC

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