WILKISON INVESTMENT SERVICES, LLC

WILKISON INVESTMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 116880). Regulatory assets under management: $26.5M.

Registration

• CRD: 116880
• Type: Registered investment adviser
• Phone: 425-295-7028
• Latest filing: 2026-03-10
• Regulatory AUM: $26.5M
• Discretionary AUM: $26.5M
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search