RIA Intel›Advisers›California›WILSON FINANCIAL ADVISORS, LLC

WILSON FINANCIAL ADVISORS, LLC

Advisory

GARDEN GROVE, CA

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in CA
#4,539
of 5,480 advisers by AUM
Average account
$52K
across 241 accounts
AUM per adviser
$6M
2 advisers

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM
$13M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients238
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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