Wilon Wealth Management

Overview

Wilon Wealth Management is an SEC registered investment adviser based in Urbandale, IA, registered since 2021. It reports $264M in assets under management across 885 accounts, with 8 employees. It has 5 investment adviser representatives.

Reported AUM

$264M

Discretionary

100%

Accounts

885

Average account

$298K

Employees

8

Advisory reps

5

Registered since

2021

Jurisdictions

9

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Matthew Scott Onstot Director, Chief Compliance Officer CRD 4862687
• Jason Paul Wiltse Director CRD 4930051

Advisory reps 3 of 5

• Brian Lee Blankenburg Insurance Agent · Investment Adviser Rep CRD 6035717
• Drake Matthew Ellgren Investment Adviser Rep CRD 8029674
• Matthew S Onstot Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4862687

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2400 86th St Ste 32
Urbandale, IA 50322

County

Polk

Metro area

Des Moines-West Des Moines, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 9 jurisdictions

Every state, with registration dates

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