This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$165MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$165M

Private client RAUM

$157MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$82.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

890

Individual clients

151

High net worth clients

52

SEC number

801-122913

CRD

317741

Filings on the tape

10

First filed

Nov 19, 2021

Latest filed

Mar 24, 2026

Organised

Limited Liability Company, DE

Website

wilkinsonwealthmgmt.com

• Occurred

  Nov 19, 2021
  First Form ADV filing

  Wilkinson Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a2e98468-e421-29a0-1210-2e0249c97105

First observed

Nov 19, 2021

Last observed

Mar 24, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.