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WILHELM FINANCIAL SERVICES, PLLC
360-790-5757
SEC #801-68384Total AUM
$46.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
360-790-5757
Financials
Total AUM
$46.7M
Accounts
44Discretionary
$0
Accounts
0Non-Discretionary
$46.7M
Accounts
44
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
WA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.