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Wilson Group Financial Management, LLC

● SEC registered since 2026CRD 339651SEC# 801-135155Orlando, FL
Export (members)
Reg. AUM
—
Employees
9
Accounts
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Location
Orlando, FL

Wilson Group Financial Management, LLC assets under management

Wilson Group Financial Management, LLC is a registered investment adviser overseen by the SEC based in Orlando, FL. The firm has been registered since 2026. It employs 9 people.
www.centrusfs.comView on SEC.gov ↗

Wilson Group Financial Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jude Harvey Wilson ControlOwnerOver 75%2025
Victoria Lee Weaver ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How many employees does Wilson Group Financial Management, LLC have?

Wilson Group Financial Management, LLC reports 9 employees.

Where is Wilson Group Financial Management, LLC located?

Wilson Group Financial Management, LLC is based in Orlando, FL and has been SEC-registered since 2026.

Does Wilson Group Financial Management, LLC disclose fund performance?

Wilson Group Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address121 S. Orange Ave North Tower, Suite 1500, Orlando, FL 32801
Phone1-800-779-4592
Fax941-238-9052
Office hours8-5
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo