Wilson Asset Management

Wilson Asset Management (CRD# 113478) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $8,807,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wilson Asset Management
Showing 1 - 1 of 1 top financial advisors.
Douglas H. Wilson
CRD#: 2889880
1236-k Coast Village Circle, Santa Barbara, CA 93108

Douglas Wilson (CRD# 2889880) is an Investment Advisor Representative working at Wilson Asset Management in Santa Barbara, CA and has 1 year of experience in the finance industry.

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