Urbandale, IA Office
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Wilon Wealth Management
Team
Firm-wide stats for Wilon Wealth Management
About
Wilon Wealth Management is a team-based registered investment adviser that serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations and business entities, generally requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services including ongoing portfolio management and financial planning across retirement, estate, tax and cash‑flow, education and charitable planning, and may recommend third‑party money managers when appropriate.
The firm’s investment approach is planning‑driven and focuses on constructing diversified asset‑allocation portfolios aligned with each client’s goals, time horizon and risk tolerance, with attention to keeping fees low and tax efficiency. Wilon uses a third‑party risk‑scoring tool (Nitrogen/formerly Riskalyze) to quantify client risk preferences, provides discretionary and non‑discretionary management, and conducts regular reviews while acknowledging there can be extended periods where no changes are made.
Noteworthy distinctions disclosed in the brochure include a formal paid solicitor/referral arrangement that allocates 30% of net proceeds to outside referrers and the fact that some firm representatives are also registered representatives of a broker–dealer and licensed insurance agents who may receive commissions for product sales, which the firm identifies as potential conflicts of interest. The firm also makes use of the SEI Wealth Platform and related third‑party services, noting the operational and research benefits provided and the potential for those relationships to influence product and custodian selection.
Based on Wilon Wealth Management
Expertise
Based on Wilon Wealth Management
Location
2400 86th Street, Suite 32
Urbandale IA 50322
Advisors at this office
4
Advisors at this office
Matthew O
CFP®, Series 66
Urbandale, IA
Wilon Wealth Management
Matthew Onstot is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He is affiliated with Wilon Wealth Management and has held previous roles at Purshe Kaplan Sterling Investments, Securities America Advisors, Berthel, Fisher & Company Financial Services, and Waddell & Reed. Outside of his advisory work, he owns and manages several non-investment-related businesses, including a farming operation and a dry ice manufacturing and distribution company. Wilon Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation portfolios tailored to client goals, risk tolerance, and time horizons, emphasizing low fees and tax efficiency.
Connor P
CFP®, Series 66
Urbandale, IA
Wilon Wealth Management
Connor Peck is a financial advisor at Wilon Wealth Management with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Wilon Wealth Management, Peck worked at Purshe Kaplan Sterling and Securities America Advisors. He has also been involved in entrepreneurial ventures related to golf, including CP Golf Group, LLC. Wilon Wealth Management is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, typically requiring about $250,000 in investable assets. The firm offers comprehensive wealth management services focused on planning-driven, diversified asset allocation aligned with clients’ goals, risk tolerance, and time horizon, emphasizing tax efficiency and low fees.
Jason W
Series 66
Urbandale, IA
Wilon Wealth Management
Jason Wiltse is a financial advisor at Wilon Wealth Management with 20 years of industry experience. He holds a Series 66 credential and has worked at firms including Purshe Kaplan Sterling Investments and Securities America Advisors. Wiltse serves on the board of directors and as compensation committee chair for Fareway Stores, Inc., and is a board member of the Paul S and Maryellen L Beckwith Charitable Foundation. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a planning-driven, goal-focused investment approach that emphasizes diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.
Drake E
Series 65
Urbandale, IA
Wilon Wealth Management
Drake Ellgren is a financial advisor at Wilon Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Iowa State University, Strahan Construction, HyVee, and in education. Wilon Wealth Management provides financial planning and asset management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is planning-driven and goal-focused, emphasizing diversified, passive, low-cost, and tax-efficient strategies tailored to client objectives.
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