RIA Intel›Advisers›Texas›WILSON INVESTMENT ADVISORY SERVICES, LLC

WILSON INVESTMENT ADVISORY SERVICES, LLC

Advisory

TX

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in TX

#1,682

of 2,813 advisers by AUM

Average account

$696K

across 83 accounts

AUM per adviser

$58M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$58M

Discretionary AUM$46M

Non-Discretionary AUM$12M

Discretionary %79.2%

Total Clients64

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

64 clients

32 high-net-worth

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

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