Wilson Wealth Management Group, L. L. C.

Overview

Wilson Wealth Management Group, L. L. C. is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management geared toward individuals and small businesses. It also operates as an insurance broker and produces periodic publications or newsletters for clients. Fee arrangements include a percentage-of-assets model alongside hourly billing for select services. Wilson does not identify as an active ESG investor and is not positioned as a capital allocator; instead it uses third-party managers for alternative exposures. The firm’s service mix combines discretionary portfolio management with non-discretionary advisory relationships, and it maintains a publication component that suggests a client-education emphasis in its practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices