Wilkinson Global Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 1, 2026, reports $1.9B in regulatory assets under management, 13 employees, 2 offices, and 575 accounts.
Assets Under Management
$1.9B
Employees
13
Offices
2 offices
Total Clients
575
Primary office
NEW YORK, NY
1270 6TH AVENUE, 9TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.5% of total clients.
Top client categories% of clientsClients
1
HNWI
84.5%
486
2
Charitable
7.8%
45
3
Corporations
7.7%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of April 1, 2026
Discretionary95.1%
$1.8B
95% of total RAUM95.1%
Non-discretionary4.9%
$92M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts575
10Y AUM Change+$1.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee44:1
10Y Employee Change+12 (+1200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.