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WILKINSON GLOBAL ASSET MANAGEMENT LLC

Advisory

N·NEW YORK, NY

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

-1.4%

3-Year CAGR

-6.9%

Employees

6

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.8B

Non-Discretionary AUM$92M

Discretionary %95.1%

Total Clients597

Team

Total Employees6

Investment Advisers13

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record14

First FilingAug 10, 2018

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 14 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WILKINSON GLOBAL ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.