Elbridge Wilkinson has been Principal & Chief Compliance Officer of Wilkinson Wealth Management since December 2021, is a control person of the firm and directly owns 75% or more of it.
Wilkinson Wealth Management, LLC is a Tucson, AZ firm with $165M under management, 216 clients and 2 advisers in one office, as of its March 2026 filing.
Elbridge Wilkinson’s longest registration was 11 years at Imus Wilkinson Investment Management, LLC (2011–2022). Before joining Wilkinson Wealth Management in 2021, Elbridge Wilkinson was registered through Imus Wilkinson Investment Management, LLC and RBC Capital Markets, LLC.
- – present · 4 yearsTucson, AZ · Adviser representative · Firm CRD 317741
- Imus Wilkinson Investment Management, LLC– · 11 yearsTucson, AZ · Adviser representative · Firm CRD 157457
- RBC Capital Markets, LLC– · 5 yearsTucson, AZ · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Elbridge Wilkinson is registered as an investment adviser representative in 2 states. The first approvals date from December 2021; the most recent is Arizona, in January 2022.
- ArizonaSince 31 January 2022
- TexasSince 20 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 April 2006 |
| Series 31 | Futures Managed Funds Examination | 25 January 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 1987 |
| Series 7 | General Securities Representative Examination | 17 January 1987 |
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Elbridge Gerry Wilkinson
- CRD
- 1614106
- Firm
- Wilkinson Wealth Management · CRD 317741
- Role
- Principal & Chief Compliance Officer
- Office
- 7411 E TANQUE VERDE, Tucson, AZ 85715
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Elbridge Wilkinson work?
Elbridge Wilkinson has been Principal & Chief Compliance Officer of Wilkinson Wealth Management, LLC since December 2021, and is a control person of the firm.
Is Elbridge Wilkinson a financial advisor?
Yes. Elbridge Wilkinson has a current investment-adviser registration in Arizona and Texas, through Wilkinson Wealth Management since December 2021.
How many years of experience does Elbridge Wilkinson have?
Elbridge Wilkinson has 20 years in the financial industry, since April 2006, across 3 adviser firms.
What exams has Elbridge Wilkinson passed?
Elbridge Wilkinson has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 66. The earliest, the Series 7, was passed in January 1987.
Where did Elbridge Wilkinson work before Wilkinson Wealth Management?
Before Wilkinson Wealth Management, Elbridge Wilkinson was registered through RBC Capital Markets, LLC, May 2006 to May 2011.
Where is Elbridge Wilkinson based?
Elbridge Wilkinson’s registered office is in Tucson, AZ.
Is Elbridge Wilkinson registered with FINRA?
No. Elbridge Wilkinson has no current broker registration.
How can I verify Elbridge Wilkinson’s record?
Search CRD 1614106 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elbridge Wilkinson’s full registration record.