Wilkinson Wealth Management, LLC
● SEC registered since 2021CRD 317741SEC# 801-122913Tucson, AZ
Reg. AUM
$164.7M
Employees
2
Accounts
890
Location
Tucson, AZ
Wilkinson Wealth Management, LLC assets under management
Wilkinson Wealth Management, LLC is an investment advisory firm registered with the SEC based in Tucson, AZ. The firm has been registered since 2021. It reports $164.7 million in regulatory assets under management and employs 2 people.
Wilkinson Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elbridge Gerry Wilkinson Control | Principal & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Wilkinson Wealth Management, LLC manage?
Wilkinson Wealth Management, LLC reports $164.7 million in regulatory assets under management on its Form ADV.
How many employees does Wilkinson Wealth Management, LLC have?
Wilkinson Wealth Management, LLC reports 2 employees.
Where is Wilkinson Wealth Management, LLC located?
Wilkinson Wealth Management, LLC is based in Tucson, AZ and has been SEC-registered since 2021.
Does Wilkinson Wealth Management, LLC disclose fund performance?
Wilkinson Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7411 E Tanque Verde, Tucson, AZ 85715 |
| Phone | 520-777-1911 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$164.7Mregulatory AUM
Discretionary $164.7M