Wilon Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Urbandale, IA. Its latest Form ADV filing, dated March 16, 2026, reports $264M in regulatory assets under management, 8 employees, 2 offices, and 885 accounts.
Assets Under Management
$264M
Employees
8
Offices
2 offices
Total Clients
354
Primary office
URBANDALE, IA
2400 86TH STREET, SUITE 32, URBANDALE, IA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
220
2
HNWI
36.7%
130
3
Charitable
1.1%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of May 21, 2026
Discretionary100.0%
$264M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$264M
Total Accounts885
10Y AUM Change+$264M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee44:1
10Y Employee Change+5 (+166.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.