Wilson Wealth Stewardship
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson Wealth Stewardship provides investment advisory and consulting services to individuals, high‑net‑worth clients, trusts, estates, corporations and charitable organizations, managing about $58.9 million for roughly 155 clients through a two‑advisor team. Services include portfolio management delivered primarily via platform‑approved sub‑advisers and co‑advisors, third‑party money manager referrals, and consulting on 529 college savings plans and employer benefits selections.
The firm typically implements client portfolios by recommending sub‑advisers or co‑advisors who are granted discretionary authority to select and trade investments on the platforms used, while the firm monitors performance and acts as a communication conduit. Fees are charged as a percentage of assets under management (the firm does not charge performance‑based fees), and advice is tailored to individual circumstances with accommodations for special situations and modest tactical cash positioning when appropriate.
Distinctive features include the firm’s delivery of occasional seminars and free workshops to the public, associations, family foundations and employers—educational offerings that are provided on an impersonal basis. The firm’s representatives are also licensed insurance agents and the adviser receives referral/solicitor compensation from some third‑party managers and commissions on insurance or annuity sales, which creates potential conflicts of interest that clients should review.
Client services
Expertise
Fee options
$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)
Main office
1900 A Northside Crossing
Macon GA 31210
Advisors at this office
2
Most active in
Florida · Georgia · Texas
Also doing business as
Wilson Wealth Stewardship · Wilson Wealth Stewardship, 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.
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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Lawyer
They provide legal services, typically billed separately.
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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
Advisors at this firm
Delmas W
Series 65
Macon, GA
Wilson Wealth Stewardship
Delmas Wilson is a financial advisor at Wilson Wealth Stewardship with 13 years of industry experience. He holds a Series 65 designation and previously worked at Christy Capital Management for nine years. In addition to his advisory role, he is individually licensed to sell fixed insurance products in Georgia. Wilson Wealth Stewardship serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, managing approximately $58.9 million for about 155 clients. The firm primarily recommends sub-advisers or co-advisors to manage client portfolios, while it monitors performance and provides consulting on topics such as 529 college savings plans and employer benefits selections.
Adam W
Series 65
Macon, GA
Wilson Wealth Stewardship
Adam 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.
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