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Wilhelm Financial Services, PLLC

● SEC registered since 2022CRD 117504SEC# 801-126685
Export (members)
Reg. AUM
$149.8M
Employees
1
Accounts
41
Location
—

Wilhelm Financial Services, PLLC assets under management

Wilhelm Financial Services, PLLC is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $149.8 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Wilhelm Financial Services, PLLC owners & executives

1 reported
NameTitleOwnershipSince
Bret David Wilhelm ControlManger/Member/Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Wilhelm Financial Services, PLLC manage?

Wilhelm Financial Services, PLLC reports $149.8 million in regulatory assets under management on its Form ADV.

How many employees does Wilhelm Financial Services, PLLC have?

Wilhelm Financial Services, PLLC reports 1 employees.

Does Wilhelm Financial Services, PLLC disclose fund performance?

Wilhelm Financial Services, PLLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone360-593-9919
FaxN/A
Office hours8a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$149.8M
Total (RAUM)$149.8M