GW
G.M. Wilson, Private Wealth Management Group
State-registered
Wealth Manager · Boutique (under $100M)
CRD 129692
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $25.5M
- Discretionary
- $0
- Clients
- 29
- Avg AUM / client
- $879K
- Accounts
- 98
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $15.5M | 60.8% |
| High net worth individuals | 10 | $10.0M | 39.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Mark Wilson | Registered representative | Jan 2005 (22y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗