Mark Derral Wilson
Investment adviser representative at Mile Wealth Management
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$120.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Mile Wealth Management LLCApr 2017 to now
- Capgainsvalet LLCSep 2016 to now
- The Tarbox Group, Inc.Sep 1997 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mile Wealth Management
Legal name: Mile Wealth Management LLC
$120.1MAssets managed
63Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3044340
- Firm CRD
- 288519