Wilon Wealth Management
Financial planning in Urbandale, IA
SEC registeredNo commissions reported
Public-record details
- Address
- 2400 86th Street, Suite 32, Urbandale, IA 50322
- Phone
- (515) 225-9500
- Listed under
- Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
- Legal name
- Binnacle Investments, INC.
- CRD number
- 313185
- Registration
- SEC registered since 2021-04-09
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Hourly charges; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $264.1 million
- Accounts managed
- 885
- Clients reported (Form ADV 5.D)
- 354
- Individual / high-net-worth clients
- 220 / 130
- Employees
- 8
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-05-21
Read the official record
- SEC IAPD summary for CRD 313185 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Urbandale
3g Capital LLCState registeredNo commissions reportedAo Wealth AdvisorySEC registeredNo commissions reportedIndependent Wealth Network, INC.SEC registeredNo commissions reportedIntegrity Alliance, LLCSEC registeredNo commissions reportedMokosak Advisory Group, LLCSEC registeredNo commissions reportedRockway Wealth PartnersState registeredNo commissions reportedStrategic Wealth Solutions, LLCState registeredNo commissions reported