Wilkison Investment Services, LLC

Overview

Wilkison Investment Services, LLC is a small, owner-operated wealth advisory firm that focuses on portfolio management for individual and family clients. The firm runs a fee model that combines a percentage-of-assets arrangement with fixed fees, and it is classified as an advisory business that also operates as an “other financial product” salesperson. Investment activity centers on publicly traded equities—both individual stocks and exchange-traded funds—while the firm also incorporates third-party alternative strategies to complement core equity exposure. Wilkison favors straightforward, account-level portfolio management for individuals and small businesses rather than institutional or pension consulting work. The firm does not characterize itself as an active ESG investor and appears to operate within a single-state footprint. Its business model is simple and client-focused: discretionary management of portfolios with an emphasis on listed equities as the primary source of market exposure, supplemented by targeted allocations to income-generating and non-correlated assets when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices