RIA Intel›Advisers›Indiana›G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP

G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP

Advisory

IN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$260K

across 98 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$0

Non-Discretionary AUM$26M

Discretionary %0%

Total Clients29

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

JCD INVESTMENTS, LLC

$26M

PATTON MARK ALLEN

INDIANAPOLIS, IN

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CLARITY FINANCIAL ORGANIZATION, LLC

$26M

WASHINGTON & SCOVILLE, LLC

INDIANAPOLIS, IN

$26M

STRONG WEALTH, LLC

$24M

SAMEX CAPITAL ADVISORS, LLC

$27M

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