WO
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
424 clients
Average Client Portfolio
$427K average
Assets Under Management
$180.9M
Fee Structure
This firm's brochure has been updated with new fee and compensation information. Contact the firm for details.
Areas of Practice
Investment ManagementRetirement Planning
Loading...
Advisor Information
Office location
1601 Elm Street,, Suite 4310, Dallas, TX, 75201
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wilbert is an insurance producer selling fixed annuity products, dedicating nearly full-time hours to this activity. He also owns a rental property managed by a real estate company, requiring minimal time and producing no income.
Employment History
Current Registrations
Familywealth Asset Management
April 2020 - Present · 5 yrs 9 mos
Familywealth
January 2018 - Present · 8 yrs
Previous Registrations
Advisersource.com
September 2017 - December 2017 · 3 mos
Jolliffe Capital, INC.
April 2010 - June 2018 · 8 yrs 2 mos
Brookstone Capital Management LLC
November 2007 - February 2010 · 2 yrs 3 mos
State Registrations5 states
CACOFLOHTX
Advisor
Exams
No exam information available for this advisor.