# Wilkison Investment Services

Wilkison Investment Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 116880
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-10T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116880

## About

WILKISON INVESTMENT SERVICES, LLC is a state-registered investment adviser with $27 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Does Wilkison Investment Services make direct investments or commit to funds?

No direct investments, fund commitments, or co-investments have been publicly recorded. The firm has not appeared in any private-placement memorandum, syndicate deal announcement, or secondary market transaction. Its investment method is entirely opaque to external observers.

### What is the wealth origin behind Wilkison Investment Services?

The original source of capital or wealth that funds Wilkison Investment Services is not disclosed in any public record. No business, inheritance, or entrepreneurial wealth has been attributed to the entity or any associated individual in open sources.

### Where is Wilkison Investment Services headquartered?

No specific city, state, or country address for Wilkison Investment Services has been confirmed through public filings or reputable business directories. The entity's jurisdiction of formation and operational location remain unknown.

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

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