# 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.

- CRD: 132912
- Filed as: WILSON WEALTH MANAGEMENT GROUP, L. L. C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132912
- AdvisorCensus page: https://advisorcensus.com/firm/wilson-wealth-management-group-l-l-c-132912

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $50,737,501
- Discretionary: $49,679,930
- Non-discretionary: $1,057,571

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, MD, NC, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bit.ly/wealthlive
- johnsoncap.com
- thewealthequation.podbean.com
- thewilsonwealthshow.podbean.com
- wilsonwealth.com
- Facebook @WILSONWEALTH
- Instagram @johnsoncapitalplanning
- Instagram @wilsonwealth
- YouTube @WealthEquationPodcast
- YouTube @WILSONWEALTH

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilson Wealth Management Group, L. L. C. (CRD 132912): Form ADV filing data as of October 2026.