CRD: 132912
Wilson Wealth Management Group, L. L. C.
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2004
- Office Locations
- 4
Office Locations
About Wilson Wealth Management Group, L. L. C.
Wilson Wealth is a Charlotte, NC wealth management firm focused on building tax-free and tax-efficient wealth through investment management, financial planning, and estate planning. The team emphasizes stock-market-based portfolio strategies while actively managing tax impact, and offers specialized retirement plan solutions for business owners (e.g., Solo 401(k) and SEP IRA). The firm also publishes advisor education via The Wilson Wealth Show and a YouTube channel.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MAURICE LAVAL WILSON
Manager
- CRD
- #4733669
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan J Bolston
--
- CRD
- #6275292
MARCUS D JOHNSON
Partner
- CRD
- #5680929
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,679,930 | -- |
| Non-Discretionary | $1,057,571 | -- |
| Total | $50,737,501 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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