Wilkinson Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Wilkinson Wealth Management reports 216 clients. They include 151 individual clients, 52 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($165M across 890 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 15% |
| High-net-worth individuals | 24% | 80% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 151 | $25.5M | 15.5% | $169K |
| High-net-worth individuals | 52 | $132M | 79.9% | $2.53M |
| Pension and profit-sharing plans | 7 | $6.91M | 4.2% | $987K |
| Charitable organizations | 6 | $729K | 0.4% | $122K |
| Total | 216 | $165M | 100% | $763K |
- Clients
- 151
- Regulatory AUM
- $25.5M
- AUM share
- 15.5%
- Avg. per client
- $169K
- Clients
- 52
- Regulatory AUM
- $132M
- AUM share
- 79.9%
- Avg. per client
- $2.53M
- Clients
- 7
- Regulatory AUM
- $6.91M
- AUM share
- 4.2%
- Avg. per client
- $987K
- Clients
- 6
- Regulatory AUM
- $729K
- AUM share
- 0.4%
- Avg. per client
- $122K
Total
- Clients
- 216
- Regulatory AUM
- $165M
- AUM share
- 100%
- Avg. per client
- $763K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Wilkinson Wealth Management charges 0.75%–1.25% a year for its Comprehensive Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is not negotiable and requires an account of at least $500,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$3M | 1.00% |
| $3M–$5M | 0.85% |
| $5M and above | 0.75% |
Fee details and sources
Other fees
- Financial Planning & Consulting
- Hourly rate of $400, or flat fees from $1,500 to $10,000 depending on scope; may be negotiated.
- Retirement Plan Consulting
- Hourly fee up to $400, flat fees from $1,500 to $10,000, or a fee on managed plan assets not exceeding 1.25%.
Elbridge Wilkinson owns 75% or more of Wilkinson Wealth Management. The leadership team of Wilkinson Wealth Management includes Chief Compliance Officer Elbridge Wilkinson. It has 2 employees.
Leadership
- Elbridge WilkinsonPrincipal & Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Wilkinson Wealth Management, LLC
Elbridge Wilkinson
Control person · since December 2021
Wilkinson Wealth Management’s regulatory assets grew 1.6× from $103M (March 2022) to $165M (March 2026); clients rose from 180 to 216 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $165M | 216 | 2 | 1 |
| March 2025 | $143M | 227 | 2 | 1 |
| March 2024 | $128M | 212 | 1 | 1 |
| March 2023 | $101M | 185 | 1 | 1 |
| March 2022 | $103M | 180 | 3 | 1 |
Besides its headquarters, Wilkinson Wealth Management has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 7411 E Tanque Verde, TucsonHQ
Contact and registration details
- Legal name
- Wilkinson Wealth Management, LLC
- Headquarters
- 7411 E Tanque Verde, Tucson, AZ 85715
- Website
- wilkinsonwealthmgmt.com
- Phone
- 520-777-1911
- SEC file
- 801-122913
- Structure
- Delaware LLC
- Fiscal year end
- December
Wilkinson Wealth Management uses Charles Schwab ($163M) as custodian for its separately managed accounts. Wilkinson Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $163M100%
At year end, Wilkinson Wealth Management’s separately managed accounts were mostly in stocks (54%) and funds (41%).
What the accounts hold
- Stocks54%
- Funds41%
- Cash5%
How many clients does Wilkinson Wealth Management have?
Wilkinson Wealth Management has 216 clients and manages $165 million for them, as of March 2026. They include 151 individual clients, 52 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Wilkinson Wealth Management offer?
Wilkinson Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wilkinson Wealth Management charge?
Wilkinson Wealth Management charges 0.75%–1.25% a year for its Comprehensive Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance, is not negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 24 March 2026
Which custodians does Wilkinson Wealth Management use?
Wilkinson Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $163M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Wilkinson Wealth Management have?
Wilkinson Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wilkinson Wealth Management invest in?
At the end of its last fiscal year, Wilkinson Wealth Management’s separately managed accounts held 54% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Wilkinson Wealth Management have a minimum investment?
Yes, Wilkinson Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $500K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 24 March 2026
Who owns Wilkinson Wealth Management?
Wilkinson Wealth Management’s direct owner is Elbridge Wilkinson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Wilkinson Wealth Management get paid?
Wilkinson Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wilkinson Wealth Management?
Wilkinson Wealth Management’s main office is at 7411 E Tanque Verde, Tucson, AZ 85715. Its phone number is 520-777-1911. Its website is wilkinsonwealthmgmt.com.