# Wilson Advisors, LLC

> Wilson Advisors, LLC is a state-registered investment advisory firm in Clifton Park, NY, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated March 21, 2026.

- CRD: 144440
- Filed as: WILSON ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clifton Park, NY
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144440
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-advisors-llc-clifton-park-ny-144440

## Quick answers

**How is Wilson Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wilson Advisors, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wilson Advisors, LLC located?**
Wilson Advisors, LLC's principal office is in Clifton Park, NY, according to its Form ADV.

**Is Wilson Advisors, LLC registered with the SEC or a state?**
Wilson Advisors, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144440.

**What types of clients does Wilson Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (5).

**Does Wilson Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144440

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $0 |
| High net worth individuals | 35 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wilsonadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson Advisors, LLC (CRD 144440): Form ADV filing data as of October 2026.