K2 WEALTH MANAGEMENT

K2 WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 331906). Regulatory assets under management: $2.2M.

Registration

• CRD: 331906
• Type: Registered investment adviser
• Phone: 515-710-8804
• Latest filing: 2026-05-18
• Regulatory AUM: $2.2M
• Discretionary AUM: $2.2M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, 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 331906 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search