WILHELM FINANCIAL SERVICES, PLLC

Adviser information for WILHELM FINANCIAL SERVICES, PLLC last updated from Form ADV on March 31st, 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	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	42	$141.7M
Total	42	$141.7M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	10	$141.7M
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	0	$0
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	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-126685
SEC ERA File Number	801-126685
SEC CIK Numbers	None
SEC CRD Numbers	117504
Legal Entity Identifier	None

Principal Office

2903 BENJAMIN CT. SE
OLYMPIA
WA
United States

Monday - Friday, 8AM-5PM

Tel: 360-593-9919, Fax: N/A

Chief Compliance Officer

BRET WILHELM

MANAGER/MEMBER

2903 BENJAMIN CT SE

OLYMPIA

United States

Tel: 360-593-9919

Fax: N/A

W******@**********T

(Full email address available in API data)

Regulatory Contact