WILKINSON GLOBAL ASSET MANAGEMENT LLC

CRD 292470File 801-113969

APPROVED

Retail clients

Custody

Filing as of Apr 1, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.88B

Top 25% of cohort (national)

Discretionary AUM

$1.79B

Non-discretionary $91.5M

Clients

575

575 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Sep 10, 2018
Principal office: 1270 6TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10020
Phone: 212-301-6864
Website: https://wilkinsongam.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.88B
Discretionary AUM: $1.79B
Non-discretionary AUM: $91.5M
Discretionary accounts: 574
Non-discretionary accounts: 1
Total accounts: 575
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	44	$235.9M
Charitable organizations	45	$237.5M
High net worth individuals	486	$1.40B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	597	575	decreased by22
Apr 1, 2026	AUM	$2,054,117,579	$1,876,751,606	decreased by$177,365,973
Apr 1, 2026	Accounts	597	575	decreased by22
May 1, 2025 vs Oct 1, 2022	Employees	15	13	decreased by2
May 1, 2025 vs Oct 1, 2022	Clients	567	597	increased by30
May 1, 2025 vs Oct 1, 2022	AUM	$2,549,854,578	$2,054,117,579	decreased by$495,736,999
May 1, 2025 vs Oct 1, 2022	Accounts	573	597	increased by24
Apr 1, 2022	Employees	14	15	increased by1
Apr 1, 2022	Custody	No	Yes
Apr 1, 2022	Clients	509	567	increased by58
Apr 1, 2022	AUM	$2,202,594,914	$2,549,854,578	increased by$347,259,664
Apr 1, 2022	Accounts	509	573	increased by64
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WILKINSON GLOBAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WILKINSON GLOBAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.