Wilon Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 313185
- SEC number
- 801-120747
- Firm type
- RIA
- Assets under management
- $264.1M as of May 21, 2026
- Website
- www.linkedin.com/company/1373095 ↗
- Phone
- 515-225-9500
- Address
- 2400 86th Street, Urbandale, IA, 50322
Advisors at this firm
5 in our index · page 1 of 1
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Brian Lee BlankenburgCRD 6035717 · Clear Lake, IAIA RegisteredRegistration inactive
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Drake Matthew EllgrenCRD 8029674 · Urbandale, IAIA Registered
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Matthew Scott OnstotCRD 4862687 · Urbandale, IAIA RegisteredBroker
-
Connor Austin PeckCRD 7292715 · Urbandale, IAIA RegisteredBroker
-
Jason Paul WiltseCRD 4930051 · Urbandale, IAIA RegisteredBrokerDisclosure event(s) on record
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 313185 ↗
FINRA BrokerCheck record for firm CRD 313185 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.