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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILKINSON, ELBRIDGE, GERRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
| WILKINSON, ELBRIDGE, GERRY | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (3)
AZ MN TX
Address
7411 E TANQUE VERDETUCSON, AZ 85715
United States
Phone: 520-777-1911