Wilon Wealth Management

Wilon Wealth Management (CRD# 313185) is a financial advisory firm headquartered in Urbandale, IA. They manage $183,581,167 in 799 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2400 86th Street, Suite 32, Urbandale, IA 50322
https://www.facebook.com/wilonwealthmanagement
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    799
    ACCOUNTS
  • Average Account Value
    $229,764
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IA, IL, KS, NE, TX

Financial Advisors at Wilon Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Onstot, financial advisor Urbandale IA
Matthew S. Onstot
CRD#: 4862687
2400 86th Street, Suite 32, Urbandale, IA 50322

Matthew Onstot (CRD# 4862687) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 19 years of experience in the finance industry.

2
Jason Wiltse, financial advisor Urbandale IA
Jason P. Wiltse
CRD#: 4930051
2400 86th Street, Suite 32, Urbandale, IA 50322

Jason Wiltse (CRD# 4930051) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 19 years of experience in the finance industry.

3
Connor Peck, financial advisor Urbandale IA
Connor A. Peck
CRD#: 7292715
2400 86th Street, Suite 32, Urbandale, IA 50322

Connor Peck (CRD# 7292715) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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