SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Wilkinson Global Asset Management LLC
New York, NY
CRD 292470
Firm filing updated April 1, 2026 ·
- $1.9BAssets
- 575Clients
- 6Advisory staff
- 575Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals486
- Charities45
- Corporations or other businesses44
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 486 | $1.4 billion |
| Charitable organizations | 45 | $237.5 million |
| Corporations or other businesses not listed above | 44 | $235.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$1.9 billion
- Accounts575
- Discretionary$1.8 billion · 574 accounts
- Non-discretionary$91.5 million · 1 accounts
People
- Employees13
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 292470, SEC file 801-113969.
- Registered with the SEC as an investment advisor (status date on record: September 10, 2018).
Is Wilkinson Global Asset Management LLC a fiduciary?
Short answer: Wilkinson Global Asset Management LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.