# Wilhelm Financial Services

Wilhelm Financial Services is a Bank / Wealth / Trust based in Olympia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Olympia, United States
- **Region:** North America
- **Address:** Olympia, WA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** wilhelmfinancial.com
- **LinkedIn:** linkedin.com/company/wilhelm-services-llc

## Regulatory record

- **CRD number:** 117504
- **SEC file number:** 801-126685
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117504

## About

Depuis sa création en 1988, le Groupe Wilhelm & Co s'est attaché à concrétiser sa vision de la ville. L'entreprise est un acteur majeur des grands projets d'aménagement urbain multifonctionnels, avec commerces, bureaux, logements, parkings, bâtiments culturels et espaces publics. Opérateur global, il intervient via sept métiers : conception et développement, financement et investissement, commercialisation, gestion et asset management. Son credo est le long terme, en conservant et gérant des actifs immobiliers dans la durée.

## Sectors

- Financial Services

## People

- Peter R. Wilhelm — CEO du Groupe Wilhelm & Co

## Questions

### What services does Wilhelm Financial Services offer?

The firm provides financial planning and investment portfolio management for individual clients. Its services include retirement planning, asset allocation, and ongoing portfolio monitoring. All investments are in publicly traded securities — the firm does not offer private-market funds, direct deal access, or alternative investments.

### Is Wilhelm Financial Services a fiduciary?

As a registered investment advisor, Wilhelm Financial Services is required to act as a fiduciary to its clients. This means the firm must put client interests ahead of its own when recommending investments and managing portfolios. The fiduciary standard is a core structural feature of the RIA model.

### What is the firm's geographic concentration?

Wilhelm Financial Services is concentrated in the South Puget Sound region, with its sole office in Olympia, Washington — the state capital. Its client relationships and referral networks are almost certainly drawn from Olympia, Lacey, and Tumwater, not a national footprint.

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- [Wilkins Miller Wealth Management](https://altss.com/profile/wilkins-miller-wealth-management)

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Last updated: 2026-08-11T15:08:32.892Z

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