$171.3M Total AUM
$0 Disc. AUM
13.8% 3Y CAGR
1 Employees
7 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2001
- Office Locations
- 1
Office Locations
-- Olympia WA
About Wilhelm Financial Services, Pllc
Wilhelm Financial Services, Pllc is a Olympia-based RIA. The firm has been operating for 25 years. Managing $171.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$171.3M AVG AUM / ADVISOR
$24.5M AVG AUM / CLIENT
25.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRET DAVID WILHELM
Chief Compliance Officer, MANGER, Vice President
- CRD
- #2503155
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $171,253,014 | $5,036,853 |
| Total | $171,253,014 | $5,036,853 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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