Wilkinson Wealth Management, LLC
Wilkinson Wealth Management, LLC is an SEC-registered mass-market adviser in Tucson, AZ with $164.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Wilkinson Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317741, SEC 801-122913, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $164.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Tucson, AZ
- Employees
- 2
- Clients
- 216
- CRD
- 317741
- Ownership
- WILKINSON, ELBRIDGE, GERRY
How much AUM does Wilkinson Wealth Management, LLC have?
Wilkinson Wealth Management, LLC reported $164.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Wilkinson Wealth Management, LLC?
Disclosed owners and executives of Wilkinson Wealth Management, LLC include WILKINSON, ELBRIDGE, GERRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.