# Wilkinson Global Asset Management

Wilkinson Global Asset Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 1972
- **Assets under management:** Undisclosed
- **Website:** wilkinsongam.com
- **LinkedIn:** https://www.linkedin.com/company/wgam

## Regulatory record

- **CRD number:** 292470
- **SEC file number:** 801-113969
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292470

## About

Founded in 2017, Wilkinson Global Asset Management operates as a New York-based wealth manager serving high-net-worth individuals, families, and related entities. The firm emerged during a period when independent advisory practices were gaining share from large wirehouses, positioning itself to offer portfolio management and investment advisory services directly to private clients. Wilkinson Global Asset Management provides asset management, portfolio management, and investment management services. The firm's website domain — wilkinsongam.The firm's regulatory filings as an investment adviser would detail its approach to equity, fixed income, and alternative investments for private clients. The firm operates from a single office in New York, serving as a discretionary and non-discretionary adviser to private wealth clients. Without publicly available team headcounts, assets under management, or named principals, the firm's scale remains private, consistent with many boutique wealth management practices that do not actively market their capabilities to institutional allocators. Wilkinson Global Asset Management's structural posture sits at the intersection of a traditional registered investment adviser and a family-office service provider — managing assets directly for wealthy families without the multi-family-office branding that many competitors have adopted. Its decision to remain low-profile, with no public LinkedIn presence and minimal web footprint, is itself a structural choice that distinguishes it from growth-focused RIAs actively aggregating assets.

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Last updated: 2026-08-11T02:43:31.692Z

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