Wilon Wealth Management Employee Directory

Financial ServicesIowa, United States2-10 Employees

Our firm provides comprehensive wealth management and financial planning services to sensible, hard-working, and goal-oriented people. We care about what is most important to you and want to collaborate to develop a financial plan that affords you the life you envision for yourself and your loved ones.

Wilon Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. 

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information.  This content may be dated. 

For full disclosures, please visit our website at http://www.wilonwm.com.

Find Wilon Wealth Management employees' phone numbers or email addresses

Wilon Wealth Management Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Wilon Wealth Management's Leadership

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    J. W.
    Co-Founder
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    M. O.
    Co Founder
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    B. B.
    Wealth Advisor
    Phone icon
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    C. P.
    Wealth Advisor
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    D. E.
    Associate Advisor
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    D. B.
    Client Services Associate
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  • Stylized image of a person
    M. M.
    Phone icon

Wilon Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Wilon Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. O.
    Co Founder
    Phone icon
    United StatesIowa
    Dec 04, 2025
  • Stylized image of a person
    J. W.
    Co-Founder
    Phone icon
    United StatesIowa
    Dec 04, 2025
  • Stylized image of a person
    B. B.
    Wealth Advisor
    Phone icon
    United StatesIowa
    Mar 04, 2024
  • Stylized image of a person
    C. P.
    Wealth Advisor
    Phone icon
    Dec 04, 2025
  • Stylized image of a person
    D. E.
    Associate Advisor
    Phone icon
    United StatesIowa
    Oct 24, 2025
  • Stylized image of a person
    D. B.
    Client Services Associate
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. M.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Wilon Wealth Management known for?

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Wilon Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 2400 86th Street Urbandale, Iowa 50322 United States. Explore Wilon Wealth Management's company overview page for more information.

What is Wilon Wealth Management's most common email format?

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Wilon Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wilon Wealth Management email formats with LeadIQ.

How many employees does Wilon Wealth Management have currently?

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Wilon Wealth Management has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Wilon Wealth Management's key employees and leadership?

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As of February 2026, Wilon Wealth Management's key employees include:

  • Co-Founder: J. W.
  • Co Founder: M. O.
  • Wealth Advisor: B. B.
  • Wealth Advisor: C. P.
  • Associate Advisor: D. E.

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