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- Custodian
- Assetmark ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-09-2021
- Office Locations
- 2
Office Locations
About Wilon Wealth Management
Wilon Wealth Management is an Iowa-based RIA providing comprehensive wealth management and financial planning for goal-oriented individuals and families across key life stages (from young families to retirement) and major transitions such as divorce, health events, or loss. Portfolios are primarily implemented with ETFs and public funds, with custody/implementation support including SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW SCOTT ONSTOT
Chief Compliance Officer, DIRECTOR
- CRD
- #4862687
- Ownership
- 50% but less than 75%
JASON PAUL WILTSE
DIRECTOR, Managing Director, Wealth Advisor
- CRD
- #4930051
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRIAN LEE BLANKENBURG
Wealth Advisor
- CRD
- #6035717
DRAKE MATTHEW ELLGREN
--
- CRD
- #8029674
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $264,137,161 | $298,460 |
| Non-Discretionary | $0 | -- |
| Total | $264,137,161 | $298,460 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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