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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| ONSTOT, MATTHEW, SCOTT | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
| WILTSE, JASON, PAUL | I | DIRECTOR | D | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (8)
AZ FL IA IL KS MN NE TX
Address
2400 86TH STREETSUITE 32
URBANDALE, IA 50322
United States
Phone: 515-225-9500