Wilkinson Wealth Management, LLC

Wilkinson Wealth Management, LLC (CRD# 317741) is a financial advisory firm headquartered in Tucson, AZ. They manage $128,392,440 in 775 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7411 E Tanque Verde, Tucson, AZ 85715
https://www.wilkinsonwealthmgmt.com/
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $165,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Wilkinson Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elbridge Wilkinson, financial advisor Tucson AZ
Elbridge G. Wilkinson
CRD#: 1614106
7411 E Tanque Verde, Tucson, AZ 85715

Elbridge Wilkinson (CRD# 1614106) is an Investment Advisor Representative working at Wilkinson Wealth Management, LLC in Tucson, AZ and has over 36 years of experience in the finance industry.

2
Daniel Northrop, financial advisor Tucson AZ
Daniel Northrop
CRD#: 7664292
7411 E Tanque Verde, Tucson, AZ 85715

Daniel Northrop (CRD# 7664292) is an Investment Advisor Representative working at Wilkinson Wealth Management, LLC in Tucson, AZ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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