VIKING WEALTH MANAGEMENT LLC

VIKING WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 306088). Regulatory assets under management: $12.5M.

Registration

• CRD: 306088
• Type: Registered investment adviser
• Phone: 215-962-9175
• Latest filing: 2026-01-02
• Regulatory AUM: $12.5M
• Discretionary AUM: $643K
• Non-discretionary AUM: $11.9M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306088 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search