{
  "crd_number": 292470,
  "slug": "wilkinson-global-asset-management-llc-new-york-ny-292470",
  "primary_business_name": "WILKINSON GLOBAL ASSET MANAGEMENT LLC",
  "legal_name": "WILKINSON GLOBAL ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-09-10",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 1876751606.0,
  "raum_discretionary": 1785236224.0,
  "raum_non_discretionary": 91515382.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 237548085.0,
      "count": 45
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1403337341.0,
      "count": 486
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 235866180.0,
      "count": 44
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "ID",
    "LA",
    "MA",
    "MD",
    "MI",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SD",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/wgam",
    "https://wilkinsongam.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292470",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/wilkinson-global-asset-management-llc-new-york-ny-292470",
  "display_name": "Wilkinson Global Asset Management LLC",
  "summary": "Wilkinson Global Asset Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Wilkinson Global Asset Management LLC (CRD 292470): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Wilkinson Global Asset Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wilkinson Global Asset Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Wilkinson Global Asset Management LLC located?",
      "a": "Wilkinson Global Asset Management LLC's principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wilkinson Global Asset Management LLC registered with the SEC or a state?",
      "a": "Wilkinson Global Asset Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292470."
    },
    {
      "q": "How much does Wilkinson Global Asset Management LLC manage?",
      "a": "Wilkinson Global Asset Management LLC reports $1,876,751,606 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (95% discretionary)."
    },
    {
      "q": "How have Wilkinson Global Asset Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wilkinson Global Asset Management LLC: Regulatory assets under management: $2,202,594,914 in the October 2021 data and $1,876,751,606 in the October 2026 data, down 15%. Total employees: 14 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wilkinson Global Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (486); charitable organizations (45); corporations or other businesses not listed above (44)."
    },
    {
      "q": "Which custodians does Wilkinson Global Asset Management LLC use?",
      "a": "Wilkinson Global Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wilkinson Global Asset Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292470"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2202594914.0,
      "total_employees": 14,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2549854578.0,
      "total_employees": 15,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1863776058.0,
      "total_employees": 15,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2084203739.0,
      "total_employees": 14,
      "filing_date": "2024-06-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2054117579.0,
      "total_employees": 13,
      "filing_date": "2025-05-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1876751606.0,
      "total_employees": 13,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wilkinson-global-asset-management-llc-new-york-ny-292470.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 486,
      "fewer_than_5": false,
      "raum": 1403337341.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 45,
      "fewer_than_5": false,
      "raum": 237548085.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 44,
      "fewer_than_5": false,
      "raum": 235866180.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292470",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}