WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC. Legal Name
Adviser information for WILON WEALTH MANAGEMENT last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Iowa, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 799 | $183.6M |
| Non-Discretionary | 0 | $0 |
| Total | 799 | $183.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 235 | $62.2M |
| HNW Individuals | 73 | $117.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $4.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120747 |
|---|---|
| SEC ERA File Number | 801-120747 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313185 |
| Legal Entity Identifier | None |
Principal Office
2400 86TH STREETSUITE 32
URBANDALE
IA
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 515-225-9500, Fax: 515-225-9501
Chief Compliance Officer
MATTHEW S ONSTOT
DIRECTOR & CHIEF COMPLIANCE OFFICER
2400 86TH STREET
SUITE 32
URBANDALE
IA
United States
Tel:
515-225-9500
Fax:
515-225-9501
M*******@**********M
(Full email address available in API data)
Regulatory Contact
JASON P WILTSE
DIRECTOR
2400 86TH STREET
SUITE 32
URBANDALE
IA
United States
Tel:
515-225-9500
Fax:
515-225-9501
J*******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILTSE, JASON, PAUL | Individual | – | DIRECTOR | 04/2021 | 50-75% |
| ONSTOT, MATTHEW, SCOTT | Individual | – | DIRECTOR AND CHIEF COMPLIANCE OFFICER | 04/2021 | 50-75% |