CRD: 334668
Wilkerson Advisory Group LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
About Wilkerson Advisory Group LLC
Wilkerson Advisory Group is an independent, fee-only SEC-registered RIA in Columbia, MO, delivering comprehensive wealth planning, retirement planning, tax planning and preparation, estate and business planning, and investment management. The firm serves families and business owners across life stages nationwide and coordinates with clients' CPAs and attorneys. Team credentials include 3 CFP, 2 CPFA, and 1 CPA; custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CARROLL WAYNE WILKERSON
Financial Advisor
- CRD
- #1395035
- Ownership
- 75% or more
Justin Hamilton
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
GRAHAM MICHAEL BURESH
--
- CRD
- #7721495
BENJAMIN JOHN DIERKES
--
- CRD
- #6072646
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $326,936,574 | $192,656 |
| Non-Discretionary | $0 | -- |
| Total | $326,936,574 | $192,656 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing