Overview
Assets Under Management: $272 million
Headquarters: COLUMBIA, MO
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Frequently Asked Questions
WILKERSON ADVISORY GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334668), WILKERSON ADVISORY GROUP LLC is subject to fiduciary duty under federal law.
WILKERSON ADVISORY GROUP LLC is headquartered in COLUMBIA, MO.
WILKERSON ADVISORY GROUP LLC serves 89 high-net-worth clients according to their SEC filing dated August 01, 2025. View client details ↓
According to their SEC Form ADV, WILKERSON ADVISORY GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WILKERSON ADVISORY GROUP LLC manages $272 million in client assets according to their SEC filing dated August 01, 2025.
According to their SEC Form ADV, WILKERSON ADVISORY GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,578
Discretionary Accounts: 1,578
Regulatory Filings
CRD Number: 334668
Filing ID: 1994534
Last Filing Date: 2025-08-01 19:00:00
Website: https://gmail.com