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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wilkinson Wealth Management LLC
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|---|---|
| CRD # | 317741 |
| SEC # | 801-122913 |
| CIK # | |
| AUM | $143.3 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 520-777-1911 |
| Address | 7411 E Tanque Verde Tucson, AZ 85715 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 37.0 |
| (b) Individuals (high net worth individuals) | 41 | 99.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 5.8 |
| (h) Charitable organizations | 4 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 143.3 |
| By Discretionary | ||
| Discretionary | 830 | 143.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 830 | 143.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.3 | |
| Total | 830 | 143.3 |
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|---|---|---|
|
Wilian Securities LLC
✚
|
MN | 0.1 |
|
BLOM & Howell Financial Planning Inc
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CA | 0.1 |
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TX | 0.1 |
|
FPF FA LLC
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NC | 0.1 |
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Crow Financial Advisors Ltd Co
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NM | 0.1 |
|
ZEIT Capital LLC
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|
0.1 | |
|
Star Capital Inc
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|
MN | 0.1 |
|
Fusco Financial Services Inc
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|
FL | 0.1 |
|
Great Lakes Wealth LLC
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|
MI | 0.1 |
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Sterling Financial Advisors LLC
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|
0.1 |