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WILHELM FINANCIAL SERVICES, PLLC
CRD 117504 · SEC 801-126685
WA, United States
Phone
360-593-9919
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $171.3M |
States served
WA
Official SEC filing: View on IAPD