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WILKERSON ADVISORY GROUP LLC

CRD 334668 · SEC 801-131978

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200 SOUTHAMPTON DR, SUITE 101, COLUMBIA, MO, 65203, United States

Phone

573 400 6101

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$326.9M

Discretionary AUM

$326.9M

Team

10 total employees; 4 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals486$117.7M
High net worth individuals96$208.1M

States served

AZ, AR, CO, IL, KS, LA, MN, NE, OH, TN, WI, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD