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WILKINSON GLOBAL ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 292470 · IAPD ↗ · wilkinsongam.com · 212-301-6864

$1.88BRegulatory AUM
6Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — WILKINSON GLOBAL ASSET MANAGEMENT LLC notice-filed in CO, DC, ID, MD, MI, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — WILKINSON GLOBAL ASSET MANAGEMENT LLC notice-filed in LA, NH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.