WILLKATE WEALTH MANAGEMENT, LLC

WILLKATE WEALTH MANAGEMENT, LLC of ABERDEEN, SD is an SEC-registered investment adviser (CRD 167109). Regulatory assets under management: $40.8M.

Registration

• CRD: 167109
• Type: Registered investment adviser
• Location: 405 8TH AVE NW, ABERDEEN, SD, 57401
• Phone: 605-262-0308
• Latest filing: 2026-07-08
• Regulatory AUM: $40.8M
• Discretionary AUM: $40.8M
• Clients: 4
• Accounts: 125

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 167109 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search