Elbridge Gerry Wilkinson III
Investment Adviser Representative at Wilkinson Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elbridge Gerry Wilkinson III is an investment adviser representative with Wilkinson Wealth Management, LLC in Tucson, AZ, where they have been registered since 2021. They have worked in the securities industry since 2006 and have been registered with 3 firms, including IMUS Wilkinson Investment Management, LLC and RBC Capital Markets, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- IMUS Wilkinson Investment Management, LLCJun 2011 – Jan 2023Tucson, AZ
- Wilkinson Wealth Management, LLCDec 2021 – no end date reportedTucson, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wilkinson Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.0125
- $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%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Integrated financial advice and asset management services
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tucson, AZ
- SEC file number:
- 801-122913
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
View full firm profileOther advisors at Wilkinson Wealth Management, LLC
1 other advisor in the directory
View Wilkinson Wealth Management, LLC firm profileSimilar advisors in Tucson, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elbridge Gerry Wilkinson III 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.
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