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 $22,219,560 in 497 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.youtube.com/user/wilsonwealth
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $44,707
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
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 - 3 of 3 top financial advisors.
1
Jonathan Bolston, financial advisor Missouri City TX
Jonathan J. Bolston
CRD#: 6275292
Missouri City, TX

Jonathan Bolston (CRD# 6275292) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Missouri City, TX and has over 10 years of experience in the finance industry.

2
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 10 years of experience in the finance industry.

3
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 20 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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