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Managing Member · Diligent Investors, LLC

James A. Wilson

CRD 4445002 · Named on Form ADV at one SEC-registered adviser

At a glance

Diligent Investors, LLC, an SEC-registered wealth manager based in Redlands, CA with $663 million in regulatory assets, lists James A. Wilson on its Form ADV as Managing Member.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Henk J. FischerManaging Member and Chief Compliance Officer, Diligent Investors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.