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Wilson Wealth Management Group, L. L. C.

State-registered investment adviserCRD 132912

Filed as WILSON WEALTH MANAGEMENT GROUP, L. L. C.

Wilson Wealth Management Group, L. L. C. is a state-registered investment advisory firm, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

22 years
registered since 2004
$50,737,501
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Wilson Wealth Management Group, L. L. C. compensated?

On its Form ADV (Item 5.E, October 2026), Wilson Wealth Management Group, L. L. C. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Is Wilson Wealth Management Group, L. L. C. registered with the SEC or a state?

Wilson Wealth Management Group, L. L. C. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 132912.

How much does Wilson Wealth Management Group, L. L. C. manage?

Wilson Wealth Management Group, L. L. C. reports $50,737,501 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (98% discretionary).

What types of clients does Wilson Wealth Management Group, L. L. C. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (468); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

Does Wilson Wealth Management Group, L. L. C. 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/132912

What changed in Wilson Wealth Management Group, L. L. C.'s recent Form ADV filings?

In the October 2026 filing data: Registered or notice-filed in MD.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$50,737,501

$50,737,501 as of October 2026, filing dated September 15, 2026.

Discretionary: $49,679,930.Non-discretionary: $1,057,571.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 468 Assets $36,820,441 (73%)
High net worth individuals
Clients 12 Assets $12,859,489 (25%)
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 7 Assets $1,057,571 (2%)
Charitable organizations
Clients 0 Assets Not reported
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 0 Assets Not reported
Other
Clients 0 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2004 (22 years)
Employees
Total: 5. Performing investment advisory functions: 5.
Wrap fee program participation
No.
States registered or notice-filed
6 states or jurisdictions
GAMDNCSCTNTX

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Registered or notice-filed in MD.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
bit.ly/wealthlivejohnsoncap.comthewealthequation.podbean.comthewilsonwealthshow.podbean.comwilsonwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Wilson Wealth Management Group, L. L. C. (CRD 132912): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/wilson-wealth-management-group-l-l-c-132912