Wilson Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson Wealth Management is a state-registered investment adviser that primarily serves individual and high-net-worth clients through discretionary and non-discretionary portfolio management and related financial planning and consulting. The firm provides tailored asset management across a broad range of investment products and prepares written investment strategies and financial planning deliverables as part of its services.
The firm constructs portfolios based on client goals, risk tolerance, time horizon and employs methods such as asset allocation, dollar-cost averaging, and long- and short-term purchase strategies, generally with a long-term orientation and periodic rebalancing. Accounts are custodied through recommended qualified custodians and are reviewed at least quarterly; financial planning is often included for asset-management clients with separate fixed or hourly engagements available for more extensive planning work.
Notably, the firm is affiliated with an independent law practice and has an associated licensed insurance agent, and clients may engage the affiliated law firm under separate agreements or be offered commissionable insurance products—relationships the brochure flags as potential conflicts of interest that should be disclosed and discussed with the advisor. The firm also discloses limited custody via fee-deduction authorization and the use of third‑party service providers that may incorporate artificial intelligence components, with periodic due diligence to address related risks.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning projects typically range from $1,500 to $7,500
$0 - $250,000: 1.85% annually $250,001 - $750,000: 1.50% annually $750,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.85% annually Above $10,000,000+: 0.70% annually
Insurance products offered by Troy T. Wilson as a licensed insurance agent may pay commissions
Financial planning services charged at $350 per hour
Account minimum: $500,000 Fee-only: Asset Management fees based on tiered percentage of AUM as above; Financial Planning fees charged as fixed fees ranging from $1,500 to $7,500 per project or hourly at $350 per hour
Main office
1555 East Stratford Avenue, Ste 100
Salt Lake City UT 84106
Advisors at this office
1
Most active in
Utah
Also doing business as
Wilson Law And Wealth · Wilson Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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