# Wilon Wealth Management

> Wilon Wealth Management is an SEC-registered investment advisory firm in Urbandale, IA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 21, 2026.

- CRD: 313185
- Filed as: WILON WEALTH MANAGEMENT
- Legal name: Binnacle Investments, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Urbandale, IA
- Filing period: October 2026
- Form ADV filing dated: May 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313185
- AdvisorCensus page: https://advisorcensus.com/firm/wilon-wealth-management-urbandale-ia-313185

## Quick answers

**How is Wilon Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Wilon Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wilon Wealth Management located?**
Wilon Wealth Management's principal office is in Urbandale, IA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Wilon Wealth Management registered with the SEC or a state?**
Wilon Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313185.

**How much does Wilon Wealth Management manage?**
Wilon Wealth Management reports $264,137,161 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary).

**How have Wilon Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Wilon Wealth Management: Regulatory assets under management: $144,997,667 in the October 2021 data and $264,137,161 in the October 2026 data, up 82%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wilon Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (220); high net worth individuals (130); charitable organizations (4).

**Which custodians does Wilon Wealth Management use?**
Wilon Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Wilon Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313185

**Does Wilon Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Wilon generally requires clients to have a minimum of $250,000 in investable assets."

**What changed in Wilon Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in SD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $250,000

> Wilon generally requires clients to have a minimum of $250,000 in investable assets.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $264,137,161
- Discretionary: $264,137,161
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 220 | $43,563,112 |
| High net worth individuals | 130 | $215,446,869 |
| Charitable organizations | 4 | $5,127,180 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IA, IL, KS, MN, NE, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Clear Lake, IA
- Sac City, IA

### Websites listed on Form ADV (Item 1.I)
- wilonwm.com
- Facebook @WilonWealthManagement
- LinkedIn @1373095
- X @WilonWM
- YouTube @UCuBHpZa4OOlroKgtHkMewUw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $144,997,667 | 4 | September 13, 2021 |
| October 2022 | $151,747,928 | 5 | April 29, 2022 |
| October 2023 | $161,323,709 | 5 | March 27, 2023 |
| October 2024 | $183,581,167 | 8 | February 9, 2024 |
| October 2025 | $217,434,618 | 8 | March 25, 2025 |
| October 2026 | $264,137,161 | 8 | May 21, 2026 |

Regulatory assets under management: $144,997,667 in the October 2021 data and $264,137,161 in the October 2026 data, up 82%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in SD.

### April 2026
- Regulatory assets under management went from $217,434,618 to $264,137,161 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilon Wealth Management (CRD 313185): Form ADV filing data as of October 2026.