Wilson Wealth Stewardship

Wilson Wealth Stewardship (CRD# 297725) is a financial advisory firm headquartered in Macon, GA. They manage $35,992,098 in 296 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

1900a Northside Crossing, Macon, GA 31210

https://www.wilsonws.com

By the Numbers

Total Assets Under Management

36

MILLION
Total Number of Accounts

296

ACCOUNTS
Average Account Value

$121,595

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Wilson Wealth Stewardship

Showing 1 - 2 of 2 top financial advisors.

Delmas M. Wilson

CRD#: 5921127

1900a Northside Crossing, Macon, GA 31210

Delmas Wilson (CRD# 5921127) is an Investment Advisor Representative working at Wilson Wealth Stewardship in Macon, GA and has over 11 years of experience in the finance industry.

Adam R. Wilson

CRD#: 7542056

1900a Northside Crossing, Macon, GA 31210

Adam Wilson (CRD# 7542056) is an Investment Advisor Representative working at Wilson Wealth Stewardship in Macon, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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