About Wilon Wealth Management
Wilon Wealth Management is an independent registered investment adviser based in Urbandale, Iowa, with additional offices in Clear Lake and Sac City, Iowa. The firm provides comprehensive wealth management and financial planning services to individuals and families, focusing on objective financial advice and personalized strategies. Wilon Wealth Management assists clients across various life stages, including those building wealth, preparing for retirement, or navigating significant life transitions such as divorce or loss of a loved one. Their team of energetic and innovative financial professionals is dedicated to fostering trust, open communication, and client education to achieve financial goals. As a fiduciary, Wilon Wealth Management prioritizes clients' best interests, offering expert guidance in investment management, financial planning, and retirement preparation. They stand as an alternative to traditional Wall Street firms, emphasizing tailored solutions and a client-centric approach. Wilon Wealth Management is committed to making a meaningful difference in the financial futures of their clients throughout Iowa.
Website: https://wilonwm.com/
Office Locations
- Sac City, IA
- Urbandale, IA (Headquarters)
- Clear Lake, IA
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $250.0M