RIA Intel›Advisers›Michigan›J WILSON WEALTH MANAGEMENT, LLC

J WILSON WEALTH MANAGEMENT, LLC

Advisory

DAVISON, MI

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$127K

across 197 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

91 clients

22 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

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

SG CAPITAL GROUP LLC

$25M

FIRST INDEPENDENCE INVESTMENT CORPORATION

$25M

TEGRIT INVESTMENT ADVISORS LLC

$25M

$25M

MSDR PARTNERS, LLC

$26M

VERMEULEN CAPITAL MANAGEMENT

$24M

Get the full picture on J WILSON WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track J WILSON WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans