LK WEALTH MANAGEMENT, LLC

LK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 168378). Regulatory assets under management: $18.0M.

Registration

• CRD: 168378
• Type: Registered investment adviser
• Phone: 770-931-8608
• Latest filing: 2018-02-15
• Regulatory AUM: $18.0M
• Discretionary AUM: $12.0M
• Non-discretionary AUM: $6.0M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly, 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 168378 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search