$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2014
- Office Locations
- 1
Office Locations
-- Rockwall TX
About Wilson Investment Services
Wilson Investment Services, LLC is a Rockwall, TX RIA providing fiduciary asset management and retirement planning for individuals and families. The firm emphasizes disciplined, methodical portfolio management to reduce risk and remove emotion, using diversified allocations that include ETFs and mutual funds. Custodies through Trade-PMR and leverages Nitrogen (Riskalyze) for risk profiling.
Team overview
61 AVG AGE
$14.3M AVG AUM / ADVISOR
$510.0K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRET ALLEN WILSON
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #3274285
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,281,054 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,281,054 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing