Wilson Wealth Management Group, L. L. C.

Wilson Wealth Management Group, L. L. C. (CRD# 132912) is a financial advisory firm headquartered in , . They manage $18,954,739 in 198 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.instagram.com/wilsonwealth/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $95,731
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
  • 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.

GA, NC, SC, TN, TX

Financial Advisors at Wilson Wealth Management Group, L. L. C.
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan Bolston, financial advisor Sugar Land TX
Jonathan J. Bolston
CRD#: 6275292
Sugar Land, TX

Jonathan Bolston (CRD# 6275292) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Sugar Land, TX and has over 8 years of experience in the finance industry.

2
Sandra Harrell, financial advisor Missouri City TX
Sandra T. Harrell
CRD#: 2598953
Missouri City, TX

Sandra Harrell (CRD# 2598953) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Missouri City, TX and has over 26 years of experience in the finance industry. Sandra Harrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marcus Johnson, financial advisor Nashville TN
Marcus D. Johnson
CRD#: 5680929
810 Dominican Dr, Ste 104, Nashville, TN 37228

Marcus Johnson (CRD# 5680929) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Nashville, TN and has over 8 years of experience in the finance industry.

4
Maurice Wilson, financial advisor Charlotte NC
Maurice L. Wilson
CRD#: 4733669
Charlotte, NC

Maurice Wilson (CRD# 4733669) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Charlotte, NC and has over 18 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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