$26.5M Total AUM
$26.5M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-1997
- Office Locations
- 1
Office Locations
-- Snoqualmie WA
About Wilkison Investment Services, LLC
Wilkison Investment Services, LLC is a Washington-registered RIA providing personalized, confidential investment management for individuals. Through client consultations, the firm supports goal setting, cash-flow guidance, and planning for retirement and education while managing portfolios. Public filings indicate an ETF-heavy approach and custody relationships including Charles Schwab.
Team overview
-- AVG AGE
$26.5M AVG AUM / ADVISOR
$294.4K AVG AUM / CLIENT
27.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DANIEL JOSEPH WILKISON II
Owner
- CRD
- #3242605
- Ownership
- 75% or more
Available
Available
Available
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V
VOGT DANIEL WILKISON
Owner
- CRD
- #1054762
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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