WILKINSON WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$164,703,534
Discretionary
$164,703,534
Non-discretionary
$0
Firm details
- CRD number
- 317741
- SEC file number
- 801-122913
- Main office
- TUCSON, AZ, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.