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Building 2WILKINSON WEALTH MANAGEMENT, LLC

Map pinTUCSON, AZ
Phone520-777-1911
NotebookSEC #801-122913
Total AUM
$164.7M
Employees
2
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7411 E TANQUE VERDE
TUCSON
AZ 85715
United States
Operating Hours
9AM - 5PM
BY APPOINTMENT ONLY
Phone
520-777-1911

ReceiptFinancials

Total AUM
$164.7M
Accounts
890
Discretionary
$164.7M
Accounts
890
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$25.5M
HNW Individual Clients
52
AUM
$131.6M
Pension/Profit Sharing Plan Clients
7
AUM
$6.9M
Charitable Organization Clients
6
AUM
$729.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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