BINNACLE INVESTMENTS, INC.
Legal name: WILON WEALTH MANAGEMENT
CRD #313185 SEC #801-120747 URBANDALE, IA 515-225-9500
SEC Registered
Total AUM
$217.4M
Discretionary
$217.4M
Employees
8
Clients
251
Accounts
866
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $217.4M | $217.4M | $0 | 8 | 0 |
| Dec 2024 | $183.6M | $183.6M | $0 | 8 | 0 |
| Feb 2024 | $183.6M | $183.6M | $0 | 8 | 0 |
| Mar 2023 | $161.3M | $161.2M | $92K | 5 | 0 |
| Apr 2022 | $151.7M | $149.6M | $2.1M | 5 | 0 |
| Apr 2022 | $151.7M | $149.6M | $2.1M | 5 | 0 |
| Mar 2022 | $151.7M | $149.6M | $2.1M | 4 | 0 |
| Jan 2022 | $145M | $145M | $0 | 4 | 0 |
| Sep 2021 | $145M | $145M | $0 | 4 | 0 |
| Aug 2021 | $0 | $0 | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$217.4M
Discretionary$217.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$161.3M
Discretionary$161.2M
Non-Disc.$92K
Employees5
Clients0
DateApr 2022
Total AUM$151.7M
Discretionary$149.6M
Non-Disc.$2.1M
Employees5
Clients0
DateApr 2022
Total AUM$151.7M
Discretionary$149.6M
Non-Disc.$2.1M
Employees5
Clients0
DateMar 2022
Total AUM$151.7M
Discretionary$149.6M
Non-Disc.$2.1M
Employees4
Clients0
DateJan 2022
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0