Wilon Wealth Management

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

2400 86th St Ste 32, Urbandale, Iowa, 50...

Phone Number

(515) 225-9500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
1
1
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1

About Wilon Wealth Management

Wilon Wealth Management offers comprehensive wealth management and financial planning services tailored for sensible, hard-working individuals and families. The firm assists clients at various life stages, whether they are young families saving for future expenses, individuals preparing for retirement, or those navigating significant life transitions. Wilon is dedicated to collaborating with clients to develop personalized financial plans that align with their goals and priorities. Located in Urbandale, Iowa, Wilon operates as a registered investment adviser, focusing on providing objective financial advice.Explore more
Wilon Wealth Management's Social MediaPopular SearchesWilon Wealth ManagementWilson Investments IncSIC Code 62,628NAICS Code 52,523Show more

Wilon Wealth Management Org Chart

PhoneEmail
EB
United States flag for contact location.

Director, Communications

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Wilon Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilon Wealth Management

<$5M
1-10
Private
-
2006
EB
Emily BuschDirector, Communications
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wilon Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wilon Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wilon Wealth Management.

Wilon Wealth Management Tech Stack

A closer look at the technologies used by Wilon Wealth Management

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Frequently Asked Questions Regarding Wilon Wealth Management

What is Wilon Wealth Management's official website?
Wilon Wealth Management's official website is www.wilonwm.com
What is Wilon Wealth Management's Revenue?
Wilon Wealth Management's revenue is <$5 Million
What is Wilon Wealth Management's SIC code?
Wilon Wealth Management's SIC: 62,628
What is Wilon Wealth Management's NAICS code?
Wilon Wealth Management's NAICS: 52,523
How many employees does Wilon Wealth Management have?
Wilon Wealth Management has 1-10 employees
What industry does Wilon Wealth Management belong to?
Wilon Wealth Management is in the industry of: Finance, Securities Trading
What is Wilon Wealth Management competition?
Wilon Wealth Management top competitors include: Waterford Advisors, Ratcliff Financial Services, Poulos Advisors, Casco Bay Wealth Advisors
What technology does Wilon Wealth Management use?
Some of the popular technologies that Wilon Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Sucuri WAF
How do I contact Wilon Wealth Management?
Wilon Wealth Management contact info: Phone number: (515) 225-9500 Website: www.wilonwm.com
What does Wilon Wealth Management do?

Wilon Wealth Management offers comprehensive wealth management and financial planning services tailored for sensible, hard-working individuals and families. The firm assists clients at various life stages, whether they are young families saving for future expenses, individuals preparing for retirement, or those navigating significant life transitio... ns. Wilon is dedicated to collaborating with clients to develop personalized financial plans that align with their goals and priorities. Located in Urbandale, Iowa, Wilon operates as a registered investment adviser, focusing on providing objective financial advice.Read More

What are Wilon Wealth Management social media links?
Wilon Wealth Management Linkedin page Wilon Wealth Management Facebook page
Is Wilon Wealth Management a public company?
Wilon Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Wilon Wealth Management

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