Wilon Wealth Management
Wilon Wealth Management is an SEC-registered mass-market adviser in Urbandale, IA with $264.1M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Wilon Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313185, SEC 801-120747, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $264.1M (2026-05-21)
- Firm type
- Mass-Market Adviser
- Location
- Urbandale, IA
- Employees
- 8
- Clients
- 354
- CRD
- 313185
- Ownership
- ONSTOT, MATTHEW, SCOTT; WILTSE, JASON, PAUL
How much AUM does Wilon Wealth Management have?
Wilon Wealth Management reported $264.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Wilon Wealth Management?
Disclosed owners and executives of Wilon Wealth Management include ONSTOT, MATTHEW, SCOTT, WILTSE, JASON, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.