Overview
Assets Under Management: $165 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 52
Average Client Assets: $2.5 million
Frequently Asked Questions
WILKINSON WEALTH MANAGEMENT, 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 #317741), WILKINSON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WILKINSON WEALTH MANAGEMENT, LLC is headquartered in TUCSON, AZ.
WILKINSON WEALTH MANAGEMENT, LLC serves 52 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, WILKINSON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WILKINSON WEALTH MANAGEMENT, LLC manages $165 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, WILKINSON WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.87%
Average Client Assets: $2.5 million
Total Client Accounts: 890
Discretionary Accounts: 890
Regulatory Filings
CRD Number: 317741
Filing ID: 2076680
Last Filing Date: 2026-03-24 12:58:05