G
CRD: 129692
G.m. Wilson, Private Wealth Management Group
Fishers, IN
3173713205
$25.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2005
- Office Locations
- 1
Office Locations
-- Fishers IN
About G.m. Wilson, Private Wealth Management Group
G.m. Wilson, Private Wealth Management Group is a Fishers-based RIA. The firm has been operating for 21 years. Managing $25.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Insurance, Portfolio Construction.
Team overview
69 AVG AGE
$25.5M AVG AUM / ADVISOR
$439.7K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Ember
Client Personas
Peak glacier
Investment Themes
Vertex frontier Value Radial wave
Investment Vehicles
Momentum
Services
Matrix Signal Capital vital
Owner & Executives
GREGORY MARK WILSON
President
- CRD
- #2867439
- Ownership
- 75% or more
(882) 906-6991
legacy.unison@momentumcapital.com
in linkedin.com/in/bridge-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,500,000 | -- |
| Total | $25,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,500,000
Equity - OTC:
30.0% Cash:
24.0% Corporate - Investment Grade:
31.6% Equity - Exchange:
8.3% U.S. Government/Agency:
6.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,162,619,136 | 30.0% |
| Cash | $1,730,095,308 | 24.0% |
| Corporate - Investment Grade | $2,277,958,823 | 31.6% |
| Equity - Exchange | $598,324,628 | 8.3% |
| U.S. Government/Agency | $439,732,557 | 6.1% |
| Total | $7,208,730,452 | 100.0% |