CPK WEALTH MANAGEMENT LLC of FORT MYERS, FL is an SEC-registered investment adviser (CRD 296913). Regulatory assets under management: $70.5M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| WINN CHRISTOPHER EDWARD | INTERIM CHIEF COMPLIANCE OFFICER | — |
| KUNC CHAD P | MANAGING MEMBER; PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| KUNC CHAD PAUL | MANAGING MEMBER; PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |