CRD: 133771
Wilson Investment Advisory Services, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-22-2005
- Office Locations
- 1
Office Locations
About Wilson Investment Advisory Services, LLC
Wilson Investment Services, LLC is a Plano, TX RIA providing fiduciary asset management and retirement-focused planning for individual investors and families. The firm emphasizes disciplined, methodical portfolio management designed to reduce emotion and manage risk, with a structured investment process and personalized plans. Portfolios are implemented primarily with ETFs and custodied at Fidelity/NFS.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM HARRY WILSON
Investment Advisor Representative, Managing Member
- CRD
- #1279531
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,746,147 | -- |
| Non-Discretionary | $12,036,380 | -- |
| Total | $57,782,527 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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