Wilon Wealth Management
Urbandale, Iowa
Wilon Wealth Management is a trusted local investment advisory firm headquartered in Urbandale, IA, operating from three convenient office locations. With a team of five dedicated professionals, all specializing in investment advisory services, they have built a solid reputation in the industry. Wilon Wealth Management maintains an impressive average of approximately $32,260,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and hourly charges, e...
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Assets Under Mgmt

$161.32M

Investment Professionals

5

Locations

2

% 401K & Individual

23%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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