WRK INVESTMENTS, LLC

WRK INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 156457). Regulatory assets under management: $9.7M.

Registration

• CRD: 156457
• Type: Registered investment adviser
• Phone: 440-708-3494
• Latest filing: 2026-03-27
• Regulatory AUM: $9.7M
• Discretionary AUM: $9.7M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156457 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search