# Wilon Wealth Management

Wilon Wealth Management is an Asset Manager based in Urbandale, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Urbandale, United States
- **Region:** North America
- **Address:** Urbandale, United States
- **Founded:** 2021
- **Assets under management:** 184 (Altss estimate)
- **Website:** wilonwm.com
- **LinkedIn:** https://www.linkedin.com/company/1373095

## Regulatory record

- **CRD number:** 313185
- **SEC file number:** 801-120747
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313185

## About

Wilon Wealth Management is an independent financial services firm that was founded as an alternative to Wall Street brokerage houses, large banks and proprietary product firms. They offer objective financial advice and comprehensive wealth management and financial planning services to individuals and families. The firm works with clients to create financial plans positioned to reach their goals, and is led by financial professionals who emphasize trust, open communication and education.

## Questions

### Who runs investment decisions at Wilon Wealth Management?

No named principals or decision makers are disclosed in available records.

### Does Wilon Wealth Management participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is available.

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- [Queen's University](https://altss.com/profile/queen-s-university)
- [Barnardo's](https://altss.com/profile/barnardo-s)

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

Canonical page: https://altss.com/profile/wilon-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology