WILKINSON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$165M

Discretionary

$165M

100% of AUM

Avg account

$185K

Accounts

890

Employees

Advisory reps

Firm details

Headquarters: TUCSON, Arizona
CRD number: 317741
Registered since: December 20, 2021
Website: www.wilkinsonwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.87%
Individuals15.49%
Pension & Profit Sharing Plans4.2%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wilkinson Wealth Management, LLC is an independent, individually owned registered investment adviser that operates as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm is SEC-registered (since 2021) and provides a mix of financial planning and discretionary portfolio management services for individuals, small businesses and institutions. Its advisory toolkit includes selection of other advisers and pension consulting services, and it charges clients through a combination of percentage-of-AUM fees, hourly fees and fixed-fee engagements. Investment activity is tilted toward publicly traded equities as the core allocation, while the firm also sources third-party alternative managers to extend exposure into less liquid strategies. Wilkinson Wealth Management is not positioned as an ESG-focused manager and operates with a single-state registration profile.