ALIKOS WEALTH MANAGEMENT, LLC

ALIKOS WEALTH MANAGEMENT, LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 282985). Regulatory assets under management: $92.6M.

Registration

• CRD: 282985
• Type: Registered investment adviser
• Location: THREE BETHESDA METRO CENTER, BETHESDA, MD, 20814
• Phone: 240-880-1938
• Latest filing: 2026-04-06
• Regulatory AUM: $92.6M
• Discretionary AUM: $92.6M
• Clients: 2
• Accounts: 135

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282985 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search