Wilkerson Advisory Group Llc
- Regulatory AUM
- $327M
- Discretionary
- $327M
- Clients
- 582
- Avg AUM / client
- $562K
- Accounts
- 1,697
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 486 | $118M | 36.0% |
| High net worth individuals | 96 | $208M | 63.6% |
| Charitable organizations | Fewer than 5 clients | $1.1M | 0.35% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Open Pep 2 Plan Professionals Llc | Shrewsbury, NJ | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin John Dierkes | Registered representative | CFP | Feb 2025 (1y) | |
| Carroll Wayne Wilkerson | Registered representative | CFP | Feb 2025 (1y) | |
| Graham Michael Buresh | Registered representative | CFP | Feb 2025 (1y) | |
| Thomas Paden Squires | Registered representative | CFP | Feb 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Open Pep 2 | Plan Professionals Llc | 3,035 | $145M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $327M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗