WILKINSON GLOBAL ASSET MANAGEMENT LLC

CRD 292470 · SEC 801-113969

1270 6TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10020, United States

Phone

212-301-6864

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.88B

Discretionary AUM

$1.79B

Team

13 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Type	Clients	AUM
High net worth individuals	486	$1.40B
Charitable organizations	45	$237.5M
Corporations/business entities	44	$235.9M

AZ, CA, CO, DE, DC, ID, LA, MD, MA, MI, NJ, NY, PA, VA, WI, TX, NH, CT, FL, SD

Official SEC filing: View on IAPD