Wilon Wealth Management
Wilon Wealth Management (CRD# 313185) is a financial advisory firm headquartered in Urbandale, IA. They manage $183,581,167 in 799 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management184MILLION
-
Total Number of Accounts799ACCOUNTS
-
Average Account Value$229,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IA, IL, KS, NE, TX
Matthew Onstot (CRD# 4862687) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 19 years of experience in the finance industry.
Jason Wiltse (CRD# 4930051) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 19 years of experience in the finance industry.
Connor Peck (CRD# 7292715) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 3 years of experience in the finance industry.