SourcingSourcing

WILKINSON WEALTH MANAGEMENT, LLC

B62
CRD 317741·SEC 801-122913·TUCSON, AZ
AUM
$164.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$494K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WILKINSON WEALTH MANAGEMENT, LLC
CRD
317741
SEC file #
801-122913
EIN
—
DBA names
—

Economics

AUM
$164.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$103.4M → $164.7M▲ +59%
Client mix
Individuals Other151
Individuals High Net Worth52
Pension Profit Sharing Plans7
Charitable Organizations6

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
TUCSON AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
wilkinsonwealthmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILKINSON, ELBRIDGE, GERRY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WILKINSON, ELBRIDGE, GERRY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WILKINSONWEALTHMGMT.COM
Rdap Domain Creation Date
2021-11-22T16:30:45Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2709
Soi Zip Pct 200k Plus
0.0707
Soi Zip Returns 200k Plus
660
Soi Zip Total AGI
950,786
Fdic Zip Total Deposits
14,070,424,000
Fdic Zip Branch Count
176
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Bank One, Arizona, National AssociationTucson, AZ
Bank One, Arizona, National AssociationTucson Estates, AZ
Fdic Zip HHI
1502.29
Fdic Zip Top Bank Share Pct
25.94
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-22T16:30:45Z
Rdap Domain Last Changed
2024-10-23T16:36:00Z
Rdap Nameservers
Ns0.wixdns.netNs1.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,559
Returns2,170
Stub 2
AGI77,120
Returns2,100
Stub 3
AGI93,075
Returns1,500
Soi Zip Total Business Income
28,484
Soi Zip Total Cap Gains
58,294
Soi Zip Total Dividends
36,110
Soi Zip Total Returns
9,340
Top Owner CRD
1614106
Trust Company Affiliate
No

People (2)

2
WILKINSON, ELBRIDGE, GERRY
IAR · Direct Owner · 87.5%
1614106
Daniel Northrop
IAR
7664292