Wilson Group Financial Management, LLC
● SEC registered since 2026CRD 339651SEC# 801-135155Orlando, FL
Reg. AUM
$125.1M
Employees
9
Accounts
190
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 reports $125.1 million in regulatory assets under management and employs 9 people.
Wilson Group Financial Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jude Harvey Wilson Control | Owner | Over 75% | 2025 |
| Victoria Lee Weaver Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Wilson Group Financial Management, LLC manage?
Wilson Group Financial Management, LLC reports $125.1 million in regulatory assets under management on its Form ADV.
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
| Address | 121 S. Orange Ave North Tower, Suite 1500, Orlando, FL 32801 |
| Phone | 1-800-779-4592 |
| Fax | 941-238-9052 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.1MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$125.1Mregulatory AUM
Discretionary $125.1M