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Wilson David Investment Advisors
Wilson David Investment Advisors is an independent, fee-only, state-registered investment advisory firm. It offers wealth management, financial planning, CFP...
Overview
Wilson David Investment Advisors is an independent, fee-only, state-registered investment advisory firm. It offers wealth management, financial planning, CFP services, and specialized products for individuals and businesses. The firm also provides tax preparation and IRS tax resolution and delivers personalized attention to help clients reach their financial goals.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Aiken
Corporate office
null
Principals
Kathy Hauer
CFP
Martin Lunn
Kathy Hauer
CERTIFIED FINANCIAL PLANNER and IRS Enrolled Agent
Martin Lunn
investment advisor
Sector focus
Frequently asked questions
What investment strategies does Wilson David focus on?
The firm targets three primary asset classes: private credit, real estate, and hedge funds. These strategies are common among multi-family offices seeking to provide diversification and alternative-asset exposure for high-net-worth clients.
Are there any publicly known deals or portfolio companies associated with Wilson David?
No specific portfolio companies, deal sizes, or co-investment partners have been publicly attributed to Wilson David. The firm does not disclose its direct investments or fund commitments.
Does Wilson David Investment Advisors disclose its AUM?
No. Wilson David does not publicly report its assets under management. Its AUM band display is listed as 'Undisclosed' in the Altss profile.
Is the founding principal(s) of Wilson David publicly named?
No. The firm has not disclosed the identity of its founders or management team in any accessible public sources. This lack of transparency distinguishes it from more established multi-family offices.
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