# Wilhelm Financial Services, PLLC

Wilhelm Financial Services, PLLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 117504
- **SEC file number:** 801-126685
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117504

## About

WILHELM FINANCIAL SERVICES, PLLC is an SEC-registered investment adviser since 2022. The firm manages approximately $171 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Wilhelm Financial Services, PLLC?

No named investment professionals or principals are associated with the firm in public sources. Leadership structure remains undisclosed.

### What is the wealth origin behind Wilhelm Financial Services, PLLC?

The wealth origin is publicly unattributed. No family or individual wealth source has been linked to the firm in any verifiable record.

### Does Wilhelm Financial Services, PLLC participate in fund commitments or direct deals?

No investment activity by Wilhelm Financial Services, PLLC has been reported in public sources. Its deal involvement is unknown.

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Last updated: 2026-07-06T01:24:28.899Z

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