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J WILSON WEALTH MANAGEMENT
J WILSON WEALTH MANAGEMENT, LLC
CRD 304029
105 E 2ND STREET, UNIT I, DAVISON, MI, 48423, United States
Phone
810-202-9264
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.0M
Discretionary AUM
$25.0M
Team
1 total employees; 1 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $13.0M |
| High net worth individuals | 22 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD