Wilhelm Financial Services, PLLC
Wilhelm Financial Services, PLLC is an SEC-registered ria with $171.3M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Wilhelm Financial Services, PLLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117504, SEC 801-126685, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $171.3M (2026-03-31)
- Firm type
- Ria
- Employees
- 1
- Clients
- 7
- CRD
- 117504
- Ownership
- WILHELM, BRET, DAVID
How much AUM does Wilhelm Financial Services, PLLC have?
Wilhelm Financial Services, PLLC reported $171.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wilhelm Financial Services, PLLC?
Disclosed owners and executives of Wilhelm Financial Services, PLLC include WILHELM, BRET, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.