CRD: 289782
Wilson Financial Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2018
- Office Locations
- 1
Office Locations
About Wilson Financial Advisors, LLC
Wilson Financial Advisors, LLC is a California RIA focused on retirement income planning, including helping clients evaluate whether annuities fit their situation. The firm provides holistic planning—investment and portfolio construction, tax and estate/legacy planning, and insurance—serving retail investors such as business owners and entrepreneurs. Portfolios lean on asset allocation using ETFs and public funds alongside investment-grade fixed income, with Charles Schwab as a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JUAN VERDIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5662101
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeffrey Reardon
Financial Advisor
- CRD
- #7159628
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,593,861 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,593,861 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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