# Wilson Financial Advisors

Wilson Financial Advisors is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 289782
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289782

## About

WILSON FINANCIAL ADVISORS, LLC is a state-registered investment adviser in GARDEN GROVE, CA. The firm manages approximately $13 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Wilson Financial Advisors?

No named principals or investment professionals are publicly recorded for Wilson Financial Advisors. The firm has not disclosed its leadership or decision-making structure in any public filing or media source.

### What investment strategy does Wilson Financial Advisors pursue?

Wilson Financial Advisors has not publicly stated an investment strategy, asset-class preference, or deal approach. No portfolio companies, funds, or direct investments have been reported.

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Last updated: 2026-07-06T01:24:28.999Z

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