{"url":"https://nivawealth.com/firms/wilkinson-wealth-management-317741","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317741","regulatoryAum":164703534,"crd":"317741","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7664292","suffix":null,"lastName":"Northrop","firstName":"Daniel","middleName":null},{"crd":"1614106","suffix":"III","lastName":"WILKINSON","firstName":"ELBRIDGE","middleName":"GERRY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-28","regulatoryAum":103440080,"clients":180,"employees":3,"offices":1},{"filedOn":"2023-03-17","regulatoryAum":100613648,"clients":185,"employees":1,"offices":1},{"filedOn":"2024-03-26","regulatoryAum":128392440,"clients":212,"employees":1,"offices":1},{"filedOn":"2025-03-18","regulatoryAum":143340365,"clients":227,"employees":2,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":164703534,"clients":216,"employees":2,"offices":1}],"secFileNumber":"801-122913","legalName":"Wilkinson Wealth Management, LLC","displayName":"Wilkinson Wealth Management","slug":"wilkinson-wealth-management-317741","website":"https://wilkinsonwealthmgmt.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7411 E Tanque Verde","city":"Tucson","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85715"},"tradeNames":[],"registration":{"secApproved":"20 December 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":773705.9113300493,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":164703534,"discretionary":164703534,"discretionaryAccounts":890,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":151,"regulatoryAum":25510242},{"label":"High-net-worth individuals","clients":52,"regulatoryAum":131552058},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":6911994},{"label":"Charitable organizations","clients":6,"regulatoryAum":729240}],"feePrograms":[{"role":"main","program":"Comprehensive Portfolio Management","feeBasis":"whole_balance","fee_tiers":[{"to":1000000,"pct":1.25,"from":0},{"to":3000000,"pct":1,"from":1000000},{"to":5000000,"pct":0.85,"from":3000000},{"to":null,"pct":0.75,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024653","versionId":1024653,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE","fee_rate_low":0.75,"fee_rate_high":1.25,"fee_negotiable":false,"minimum_account":500000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning & Consulting","summary":"Hourly rate of $400, or flat fees from $1,500 to $10,000 depending on scope; may be negotiated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024653","versionId":1024653,"submittedOn":"2026-03-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Hourly fee up to $400, flat fees from $1,500 to $10,000, or a fee on managed plan assets not exceeding 1.25%.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024653","versionId":1024653,"submittedOn":"2026-03-24","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:07:54.563979+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024653","versionId":1024653,"submittedOn":"2026-03-24"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":162830664}],"custodyNote":"Wilkinson Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Elbridge Wilkinson","title":"Principal & Chief Compliance Officer","crd":"1614106"}],"ownership":[{"label":"Elbridge Wilkinson","detail":"Principal & chief compliance officer in the 75% or more ownership band and a control person, since December 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"7411 E Tanque Verde","city":"Tucson","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"520-777-1911","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":54},{"label":"Securities issued by registered investment companies or business development companies","percent":41},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317741/PDF/317741.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024653","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wilkinson Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wilkinson Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wilkinson Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wilkinson Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wilkinson Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wilkinson Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Wilkinson Wealth Management have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Wilkinson Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wilkinson Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wilkinson Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}