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WILKINSON WEALTH MANAGEMENT, LLC

TUCSON, AZ · CRD 317741 · IAPD ↗ · wilkinsonwealthmgmt.com · 520-777-1911

$164.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — WILKINSON WEALTH MANAGEMENT, LLC notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — WILKINSON WEALTH MANAGEMENT, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — WILKINSON WEALTH MANAGEMENT, LLC reported RAUM up 28% ($100.6M -> $128.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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