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WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741 · SEC 801-122913
7411 E TANQUE VERDE, TUCSON, AZ, 85715, United States
Phone
520-777-1911
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.7M
Discretionary AUM
$164.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $25.5M |
| High net worth individuals | 52 | $131.6M |
| Pension/profit sharing plans | 7 | $6.9M |
| Charitable organizations | 6 | $729K |
States served
AZ, CA, MN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD