W
CRD: 317741
Wilkinson Wealth Management, LLC
$164.7M Total AUM
$164.7M Disc. AUM
17.9% 3Y CAGR
2 Employees
216 ADV. Clients
4 yrs Firm Age
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
- 12-20-2021
- Office Locations
- 1
Office Locations
7411 E Tanque Verde Tucson AZ
About Wilkinson Wealth Management, LLC
Wilkinson Wealth Management is an independent Tucson-based investment manager providing integrated financial advice and asset management tailored to each client’s circumstances. The firm works with both retail and institutional relationships and commonly implements portfolios using ETFs and public funds, custodied with Charles Schwab & Co.
Team overview
-- AVG AGE
$82.4M AVG AUM / ADVISOR
$762.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
ELBRIDGE GERRY WILKINSON III
Chairman, Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #1614106
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
D
Daniel Northrop
--
- CRD
- #7664292
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,703,534 | $185,060 |
| Non-Discretionary | $0 | -- |
| Total | $164,703,534 | $185,060 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing