$58.9M Total AUM
$58.9M Disc. AUM
-- 3Y CAGR
4 Employees
155 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2018
- Office Locations
- 1
Office Locations
1900a Northside Crossing Macon GA
About Wilson Wealth Stewardship
Wilson Wealth Stewardship is a Macon, GA RIA focused on helping individuals plan for retirement. The firm provides financial planning and ongoing portfolio management with an emphasis on tax-aware, coordinated planning alongside clients’ tax professionals, plus estate and insurance planning as needed. Schwab is a primary custodian.
Team overview
-- AVG AGE
$29.5M AVG AUM / ADVISOR
$380.3K AVG AUM / CLIENT
6.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DELMAS MARK WILSON
President
- CRD
- #5921127
- Ownership
- 75% or more
Available
Available
Available
ADAM RILEY WILSON
Chief Compliance Officer
- CRD
- #7542056
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,945,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,945,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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