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Wilkinson Wealth Management, LLC

● SEC registered since 2021CRD 317741SEC# 801-122913Tucson, AZ
Export (members)
Reg. AUM
$143.3M
Employees
2
Accounts
830
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 $143.3 million in regulatory assets under management and employs 2 people.
www.wilkinsonwealthmgmt.comView on SEC.gov ↗

Wilkinson Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Elbridge Gerry Wilkinson ControlPrincipal & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Wilkinson Wealth Management, LLC manage?

Wilkinson Wealth Management, LLC reports $143.3 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

Address7411 E Tanque Verde, Tucson, AZ 85715
Phone520-777-1911
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$143.3M
Non-discretionary$0
Total (RAUM)$143.3M