Wilkinson Wealth Management
Financial Services • 
Rio, Virginia, United States • 11-20 Employees
Company overview
| Headquarters | 889 Rio East Ct, Suite A, Charlottesville, Virginia 22901, US |
| Phone number | +14342022521 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contact at Wilkinson Wealth Management
Susan Wilkinson
President, Wilkinson Wealth Management, LLC, LPL Registered Principal, CERTIFIED FINANCIAL PLANNER™
Wilkinson Wealth Management Email Formats
Wilkinson Wealth Management uses 3 email formats. The most common is {first name} (e.g., john@wilkinsonwm.com), used 46.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@wilkinsonwm.com | 46.7% |
{first initial} | j@wilkinsonwm.com | 33.3% |
{first initial}{last name} | jdoe@wilkinsonwm.com | 20% |
About Wilkinson Wealth Management
Our goal at Wilkinson Wealth Management, LLC is to provide you with exceptional financial guidance and personalized service designed to help you pursue financial independence and preserve your financial resources, empower you to pursue your life’s aspirations, and create a strategy for passing on a lasting heritage to loved ones or meaningful charities. Whether you are just starting to develop long-term financial plans, approaching retirement, looking to provide a retirement plan for your family or business, or simply looking to better understand certain investment ideas, we can help you find the answers to your most pressing money questions. We strive to help you develop a financial action plan and move confidently toward your goals. We do this through a detailed, highly personalized process of identifying your personal or business needs and goals, evaluating your current situation, researching available options, and finally developing and implementing both a short- and long-term range of plans. Wilkinson Wealth Management, LLC is a full-service Investment Planning and Wealth Management firm located in Charlottesville, VA in Albemarle County, Virginia. We have built our reputation on service, knowledge, and wealth preservation strategies. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Wilkinson Wealth Management revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wilkinson Wealth Management has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
Wilkinson Wealth Management has never raised funding before.
Wilkinson Wealth Management Tech Stack
Discover the technologies and tools that power Wilkinson Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Analytics
![[T=Ø]](https://static.prospeo.io/directory-image/company_logo/c79160dd-b283-400e-9133-029ffee27561.jpg){kind=logo}
United Kingdom
South Africa
Frequently asked questions
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