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Building 2WILON WEALTH MANAGEMENT

Map pinURBANDALE, IA
Phone515-225-9500
NotebookSEC #801-120747
Total AUM
$264.1M
Employees
8
Clients
354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 86TH STREET
SUITE 32
URBANDALE
IA 50322
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
515-225-9500
Other Offices
2

ReceiptFinancials

Total AUM
$264.1M
Accounts
885
Discretionary
$264.1M
Accounts
885
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
220
AUM
$43.6M
HNW Individual Clients
130
AUM
$215.4M
Charitable Organization Clients
4
AUM
$5.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIAILKSMNNESDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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