WILKINSON WEALTH MANAGEMENT, LLC of TUCSON, AZ is an SEC-registered investment adviser (CRD 317741). Regulatory assets under management: $164.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Elbridge Gerry Wilkinson | PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| WILKINSON ELBRIDGE GERRY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |