Wilkinson Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated March 24, 2026, reports $165M in regulatory assets under management, 2 employees, and 890 accounts.
Top client segmentIndividuals represent 69.9% of total clients.
Top client categories% of clientsClients
1
Individuals
69.9%
151
2
HNWI
24.1%
52
3
Pension Plans
3.2%
7
4
Charitable
2.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 24, 2026
Discretionary100.0%
$165M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$165M
Total Accounts890
10Y AUM Change+$165M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee108:1
10Y Employee Change-1 (-33.3%)
* 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.