# Wilkinson Wealth Management

Wilkinson Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/susan-wilkinson-wealth-management-llc

## Regulatory record

- **CRD number:** 317741
- **SEC file number:** 801-122913
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317741

## About

Wilkinson Wealth Management, LLC is an SEC-registered investment adviser in Tucson, AZ, registered since 2021. The firm manages approximately $165 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Related profiles

- [KI Capital Wealth Management US](https://altss.com/profile/ki-capital-wealth-management-us-llc)
- [TRANSCE3ND LLC](https://altss.com/profile/transce3nd-llc)

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Last updated: 2026-07-06T01:24:28.899Z

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