CRD: 304029
J Wilson Wealth Management
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
108 ADV. Clients
7 yrs Firm Age
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- Custodian
- Apex · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer peakSignal value +more
- Established Date
- 05-06-2019
- Office Locations
- 1
Office Locations
105 E 2ND Street Unit I Davison MI
About J Wilson Wealth Management
J Wilson Wealth Management is an independent RIA in Davison, MI led by CFP® professional Jeremy Mitchell Wilson (CFP® since 2015). The firm provides financial planning—retirement, tax and estate planning, insurance, and investment planning—with portfolio construction focused primarily on ETFs and diversified public funds. Operates as a solo-advisor practice and custodies with Charles Schwab & Co.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$231.5K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Peak timber Momentum unison
Custodian
Fusion Signal Alpha
Investment Themes
Peak Catalyst Signal North focus
Investment Vehicles
Prime
Platform
Fusion bridge
Services
Peak timber Quantum Zenith ridge Element bridge Capital unison Oak timber Meridian north Harbor vector
Technology
Oak Pathway Fusion
Owner & Executives
JEREMY MITCHELL WILSON
Chief Compliance Officer, Investment Advisor
- CRD
- #6132392
- Ownership
- 75% or more
(777) 369-8774
vital.zenith@fusioncapital.com
in linkedin.com/in/quantum-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
Equity - Exchange:
43.7% Public Funds:
18.2% Cash:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $314,064,578 | 43.7% |
| Public Funds | $130,800,351 | 18.2% |
| Cash | $273,818,316 | 38.1% |
| Total | $718,683,245 | 100.0% |