# Wilkinson Global Asset Management LLC

> 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.

- CRD: 292470
- Filed as: WILKINSON GLOBAL ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292470
- AdvisorCensus page: https://advisorcensus.com/firm/wilkinson-global-asset-management-llc-new-york-ny-292470

## Quick answers

**How is Wilkinson Global Asset Management LLC compensated?**
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.

**Where is Wilkinson Global Asset Management LLC located?**
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).

**Is Wilkinson Global Asset Management LLC registered with the SEC or a state?**
Wilkinson Global Asset Management LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292470.

**How much does Wilkinson Global Asset Management LLC manage?**
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).

**How have Wilkinson Global Asset Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Wilkinson Global Asset Management LLC serve?**
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).

**Which custodians does Wilkinson Global Asset Management LLC use?**
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.

**Does Wilkinson Global Asset Management LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- The Bank of New York Mellon

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,876,751,606
- Discretionary: $1,785,236,224
- Non-discretionary: $91,515,382

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 486 | $1,403,337,341 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 45 | $237,548,085 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 44 | $235,866,180 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, ID, LA, MA, MD, MI, NH, NJ, NY, PA, SD, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Charlottesville, VA
- Malibu, CA

### Websites listed on Form ADV (Item 1.I)
- wilkinsongam.com
- LinkedIn @wgam

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,202,594,914 | 14 | March 25, 2021 |
| October 2022 | $2,549,854,578 | 15 | March 22, 2022 |
| October 2023 | $1,863,776,058 | 15 | March 17, 2023 |
| October 2024 | $2,084,203,739 | 14 | June 18, 2024 |
| October 2025 | $2,054,117,579 | 13 | May 22, 2025 |
| October 2026 | $1,876,751,606 | 13 | April 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wilkinson Global Asset Management LLC (CRD 292470): Form ADV filing data as of October 2026.