Wilson Wealth Management Group, L. L. C.

Wilson Wealth Management Group, L. L. C. (CRD# 132912) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,398,336 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15720 Brixham Hill Ave, Ste 300, Charlotte, NC 28277
http://www.wilsonwealth.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $42,479
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
  • Publication of periodicals or newsletters
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.

NC, SC

Financial Advisors at Wilson Wealth Management Group, L. L. C.
Showing 1 - 1 of 1 top financial advisors.
1
Maurice Wilson, financial advisor Charlotte NC
Maurice L. Wilson
CRD#: 4733669
Charlotte, NC
93
Wealthminder
score

Maurice Wilson (CRD# 4733669) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Charlotte, NC and has over 13 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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