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WILKERSON ADVISORY GROUP LLC

COLUMBIA, MO · CRD 334668 · IAPD ↗ · wilkersonadvisorygroup.com · 573 400 6101

$326.9MRegulatory AUM
4Advisory reps
10Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WILKERSON ADVISORY GROUP LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
79
April 2026 — WILKERSON ADVISORY GROUP LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — WILKERSON ADVISORY GROUP LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2025 — WILKERSON ADVISORY GROUP LLC notice-filed in AR, AZ, CO, FL, IL, KS, LA, OH, TN, TX, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
May 2025 — WILKERSON ADVISORY GROUP LLC now reports custody of client assets ($57,400).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
May 2025 — WILKERSON ADVISORY GROUP LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2025 — WILKERSON ADVISORY GROUP LLC (COLUMBIA, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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