Director · Wilon Wealth Management
Jason P. Wiltse
CRD 4930051 · Named on Form ADV at one SEC-registered adviser
At a glance
Wilon Wealth Management, an SEC-registered wealth manager based in Urbandale, IA with $264 million in regulatory assets, lists Jason P. Wiltse on its Form ADV as Director, a control person.
Firms and roles
- Wilon Wealth ManagementDirectorWealth manager · Urbandale, IA · $264M in regulatory assets
AtlasMembers
Jason’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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Colleagues named on the same filings
- Matthew S. OnstotDirector and Chief Compliance Officer, Wilon Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.