SEC CRD #801-126685
WILHELM FINANCIAL SERVICES, PLLC ( CRD # 117504/SEC#:801-126685 ) Approved 9/30/2022 Washington Terminated 11/28/2022 business of buying and selling securities Wilhelm Financial Services, Pllc offers portfolio management for individuals and/or small businesses. +1 (360) 790-5757. Firm +1 (360) 790-5757 Assets, Funds, Holdings. AUM $149.8 M (2025-03-27) Employees 1 (100% Investors, 0% Brokers) Phone 360-593-9919
BRET WILHELM
MANAGER/MEMBER
📞 (360) 593-9919
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AUM
$171M
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