Wilhelm Financial Services, PLLC
● SEC registered since 2022CRD 117504SEC# 801-126685
Reg. AUM
$171.3M
Employees
1
Accounts
34
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 $171.3 million in regulatory assets under management and employs 1 people.
Wilhelm Financial Services, PLLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bret David Wilhelm Control | Manger/Member/Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Wilhelm Financial Services, PLLC manage?
Wilhelm Financial Services, PLLC reports $171.3 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
| Phone | 360-593-9919 |
| Fax | N/A |
| Office hours | 8a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.3M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$171.3Mregulatory AUM
Discretionary $0Non-discretionary $171.3M