Wilson Wealth Management, Inc.

Wilson Wealth Management, Inc. (CRD# 294731) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $59,418,400 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1555 East Stratford Avenue, Ste 100, Salt Lake City, UT 84106
https://www.linkedin.com/company/wilson-wealth-management
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $433,711
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Wilson Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Troy Wilson, financial advisor Salt Lake City UT
Troy T. Wilson
CRD#: 1191840
1555 East Stratford Avenue, Ste 100, Salt Lake City, UT 84106

Troy Wilson (CRD# 1191840) is an Investment Advisor Representative working at Wilson Wealth Management, Inc. in Salt Lake City, UT and has over 40 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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