Elbridge G. Wilkinson

WILKINSON WEALTH MANAGEMENT

Tucson, AZ 85715

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CRD#: 1614106

Professional summary

Elbridge Gerry Wilkinson III, who also goes by Eldridge Gerry Wilkinson III, is a registered financial advisor currently at WILKINSON WEALTH MANAGEMENT, LLC located in Tucson, Arizona.

Elbridge is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Elbridge has worked at 7 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eldridge Gerry Wilkinson Iii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) IMUS WILKINSON INVESTMENT MANAGEMENT, LLC; INVESTMENT RELATED; 3561 E. SUNRISE ROAD, SUITE 117, TUCSON, AZ 85718; REGISTERED INVESTMENT ADVISOR; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; START 05/11; 160 HOURS PER MONTH; 130 HOURS PER MONTH DURING TRADING HOURS; FINANCIAL ADVISOR 2) WILKINSON WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 4729 E. SUNRISE ROAD, #457, TUCSON, AZ 85718; REGISTERED INVESTMENT ADVISOR; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; START 12/21; 160 HOURS PER MONTH; 130 HOURS PER MONTH DURING TRADING HOURS; FINANCIAL ADVISOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elbridge Gerry Wilkinson III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 20, 2021 - Present

WILKINSON WEALTH MANAGEMENT, LLC

Office #1: 7411 E Tanque Verde, Tucson, AZ 85715

RIA

CRD#: 317741

Tucson, AZ

Past

May 17, 2011 - June 30, 2022

IMUS WILKINSON INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 157457

TUCSON, AZ

Past

May 1, 2006 - May 19, 2011

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

TUCSON, AZ

Past

March 2, 1998 - May 19, 2011

RBC CAPITAL MARKETS, LLC

CRD#: 31194

TUCSON, AZ

Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

January 7, 1994 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

Past

August 8, 1988 - January 7, 1994

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

January 21, 1987 - July 22, 1988

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WILKINSON WEALTH MANAGEMENT, LLC

CRD#: 317741 / SEC#: 801-122913

RIA

Registered Investment Advisory firm - (12/20/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/31/2022)

IAR

Texas
(12/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/28/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/23/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 1/25/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/17/1987

General Securities Representative Examination

Current Firm

WILKINSON WEALTH MANAGEMENT, LLC

CRD#: 317741 / SEC#: 801-122913

RIA

Registered Investment Advisory firm - (12/20/2021 Approved)

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Contact information

Main Address

7411 E Tanque Verde, Tucson, AZ 85715

Mailing Address

Phone number

(520) 777-1911

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	830
AUM (Assets Under Management)	$ 143,340,365

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Elbridge G. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elbridge Gerry Wilkinson III's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMUS WILKINSON INVESTMENT MANAGEMENT, LLC

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

RAUSCHER PIERCE REFSNES, INC.

A. G. EDWARDS & SONS, INC.

INTERFIRST CAPITAL CORPORATION

Primary Firm SEC Registration

WILKINSON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2006

Series 63

Date: 11/23/1987

Series 31

Date: 1/25/2006

Series 7

Date: 1/17/1987

Current Firm

WILKINSON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILKINSON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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