Wilson Capital, LLC

Wilson Capital, LLC (CRD# 166557) is a financial advisory firm headquartered in , . They manage $6,248,000 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $168,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

LA, MA

Financial Advisors at Wilson Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ryan C. Wilson
CRD#: 5723269
Charlestown, MA
93
Wealthminder
score

Ryan Wilson (CRD# 5723269) is an Investment Advisor Representative working at Wilson Capital, LLC in Charlestown, MA and has over 6 years of experience in the finance industry.

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