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| Wilkinson Wealth Management LLC
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| |
|---|---|
| CRD # | 317741 |
| SEC # | 801-122913 |
| CIK # | |
| AUM | $128.4 MM (2024-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 520-777-1911 |
| Address | 7411 E Tanque Verde Tucson, AZ 85715 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 28.1 |
| (b) Individuals (high net worth individuals) | 54 | 97.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 2 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 775 | 128.4 |
| By Discretionary | ||
| Discretionary | 775 | 128.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 775 | 128.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.4 | |
| Total | 775 | 128.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Brookline Wealth LLC
✚
|
TX | 0.1 |
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 0.1 |
|
Luminist Capital LLC
✚
|
MI | 0.1 |
|
Bartley Financial Advisors LLC
✚
|
NH | 0.1 |
|
Vega Capital Group LLC
✚
|
CA | 0.1 |
|
Palos Management Inc
✚
|
0.1 | |
|
Monetary Solutions Ltd
✚
|
OH | 0.1 |
|
RLB Financial LLC
✚
|
MO | 0.1 |
|
Investment & Retirement Advisors LLC
✚
|
TN | 0.1 |