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WILON WEALTH MANAGEMENT

URBANDALE, IA · CRD 313185 · IAPD ↗ · 515-225-9500

$264.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — WILON WEALTH MANAGEMENT notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — WILON WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
January 2025 — WILON WEALTH MANAGEMENT notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.