WILKINSON WEALTH MANAGEMENT, LLC
CRD #317741 SEC #801-122913 TUCSON, AZ 520-777-1911
SEC Registered
Total AUM
$143.3M
Discretionary
$143.3M
Employees
2
Clients
0
Accounts
830
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $143.3M | $143.3M | $0 | 2 | 0 |
| Mar 2024 | $128.4M | $128.4M | $0 | 1 | 0 |
| Mar 2023 | $100.6M | $100.6M | $0 | 1 | 0 |
| Mar 2023 | $100.6M | $100.6M | $0 | 1 | 0 |
| Oct 2022 | $103.4M | $103.4M | $0 | 3 | 0 |
| Mar 2022 | $103.4M | $103.4M | $0 | 3 | 0 |
| Dec 2021 | $0 | $0 | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$143.3M
Discretionary$143.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees1
Clients0
DateOct 2022
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0