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WILKINSON GLOBAL ASSET MANAGEMENT LLC
CRD 292470File 801-113969
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.88B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Non-discretionary $91.5M
Clients
575
575 accounts
Employees
13
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.