$78.1M Total AUM
$77.7M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-19-2018
- Office Locations
- 1
Office Locations
1555 East Stratford Avenue STE 100 Salt Lake City UT
About Wilson Wealth Management, Inc.
Wilson Wealth Management is a Salt Lake City–based RIA providing financial life planning and ongoing wealth management for individuals, including entrepreneurs. The firm pairs investment planning with tax, estate, and insurance considerations, and builds portfolios primarily with ETFs and public funds. Supports custody through Charles Schwab.
Team overview
-- AVG AGE
$78.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
TROY THOMAS WILSON
Chief Compliance Officer, Financial Professional, President
- CRD
- #1191840
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,680,722 | -- |
| Non-Discretionary | $458,488 | -- |
| Total | $78,139,210 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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