1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WILHELM FINANCIAL SERVICES, PLLC

Map pin
Phone360-593-9919
NotebookSEC #801-126685
Total AUM
$171.3M
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
Monday - Friday
Phone
360-593-9919

ReceiptFinancials

Total AUM
$171.3M
Accounts
34
Discretionary
$0
Accounts
0
Non-Discretionary
$171.3M
Accounts
34

ContactClients

View more in analytics →

HNW Individual Clients
7
AUM
$171.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account