RIA Intel›Advisers›Tennessee›WILCO FINANCIAL, LLC

WILCO FINANCIAL, LLC

Advisory

TN

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

Average account

$228K

across 48 accounts

AUM per adviser

$11M

1 advisers

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

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

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

11 clients

6 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 TN

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

CREST PRIVATE WEALTH, LLC

$11M

TRUE EQUITY WEALTH MANAGEMENT LLC

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CROUCH INVESTMENT GROUP, INC.

$12M

PROVIDENCE SQUARED LLC

$10M

BIGHAM WEALTH ADVISORY LLC

CHATTANOOGA, TN

$12M

ALEXANDER ADVISORY SERVICES, LLC

$10M

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