Adam Riley Wilson
Advisor at Wilson Wealth Stewardship — Macon, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Macon, GA 31210
Wilson Wealth Stewardship
Supported
Total advisors
2Clients per advisor
78 HighAvg AUM per client
$380,296 LowHNW client ratio
6% Very LowAdam Wilson is a financial advisor at Wilson Wealth Stewardship in Macon, GA, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he was a full-time student and worked at Kathy's Cleaning Company. He is also licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers portfolio management primarily through platform-approved sub-advisers and co-advisors, along with consulting on college savings plans and employer benefits, managing approximately $58.9 million for about 155 clients.
Based on Wilson Wealth Stewardship
$0+: up to 1.4% (Wilson Wealth Stewardship's maximum fee for advisory services) $0+: Sub-Advisor or Co-Advisor fees up to total combined fees of 2.9% (including Wilson Wealth Stewardship fee)
Macon, GA
1900 A Northside Crossing
Macon GA 31210
Advisors at this office
2
Florida · Georgia · Texas
4 years of industry experience
Wilson Wealth Stewardship
2019 - Present • 7 years
Stockbridge, GA
Full-Time student
2018 - 2021 • 3 years
Macon, GA
Full-Time student
2014 - 2018 • 4 years
Macon, GA
Kathy's Cleaning Company
2013 - 2019 • 6 years
Lizella, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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