Data / Investment advisers / Iowa / Wilon Wealth Management
Wilon Wealth Management, Urbandale, IA: $264 million AUM, SEC registered investment adviser
Wilon Wealth Management is an SEC registered investment adviser with its main office in Urbandale, Iowa and reports $264 million in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 313185
- SEC file number
- 801-120747
- SEC status
- Approved, effective April 9, 2021
- Legal name
- Binnacle Investments, Inc.
- Main office
- 2400 86th Street Suite 32, Urbandale, IA 50322
- Phone
- (515) 225-9500
- Regulatory AUM
- $264,137,161 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $264,137,161
- Accounts
- 885
- Employees
- 8, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $215.4 million |
| Individuals (other than high net worth individuals) | 220 | $43.6 million |
| Charitable organizations | 4 | $5.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $264.1 million | March 16, 2026 |
| December 1, 2025 | $217.4 million | March 25, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Paladin Wealth Partners | Clive | $279.8 million | Not listed | adviserinfo.sec.gov |
| Wealth Advisors Group, LLC | Coralville | $278.5 million | Not listed | adviserinfo.sec.gov |
| Beacon Capital, LLC | Cedar Rapids | $278.3 million | Not listed | adviserinfo.sec.gov |
| Oasis Advisors | Forest City | $277.7 million | Not listed | adviserinfo.sec.gov |
| TFP Management, LLC | Bettendorf | $273 million | Not listed | adviserinfo.sec.gov |
| Clarity Asset Management, Inc. | Ames | $257.4 million | Not listed | adviserinfo.sec.gov |
| Five Talents Financial Management Group LLC | West des Moines | $256 million | Not listed | adviserinfo.sec.gov |
| Cedar Point Capital Partners, LLC | Cedar Rapids | $248.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wilon Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.