AdFi
DN

Daniel Northrop

Investment Adviser Representative at WILKINSON WEALTH MANAGEMENT, LLC

Tucson, AZCRD #7664292Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Arizona
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/12/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
$0 to $1,000,0001.25%
$1,000,001 to $3,000,0001.00%
$3,000,001 to $5,000,0000.85%
Over $5,000,0010.75%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wilkinson Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WILKINSON WEALTH MANAGEMENT, LLCCurrent
2/28/2024Tucson, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WILKINSON WEALTH MANAGEMENT, LLC

1 other advisor in the directory

View WILKINSON WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Northrop has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.