# CPK WEALTH MANAGEMENT LLC

CPK WEALTH MANAGEMENT LLC of FORT MYERS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 296913
- Type: SEC-registered investment adviser
- SEC file number: 801-113299
- Location: 12381 SOUTH CLEVELAND AVENUE, FORT MYERS, FL, 33907
- Phone: (239) 230-2177
- Latest filing: 2026-04-28
- Regulatory AUM: $70.5M
- Discretionary AUM: $69.1M
- Non-discretionary AUM: $1.4M
- Clients: 1
- Accounts: 198

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (3)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296913/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296913/similar
- Related entities: https://search.stillhousedata.com/firm/296913/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296913

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.