# K2 WEALTH MANAGEMENT LLC

K2 WEALTH MANAGEMENT LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 332264
- Type: SEC-registered investment adviser
- SEC file number: 801-135782
- Location: 1200 N. ASHLAND AVE., SUITE 500, CHICAGO, IL, 60622
- Phone: 872-227-7652
- Latest filing: 2026-04-14
- Regulatory AUM: $120.0M
- Discretionary AUM: $115.0M
- Non-discretionary AUM: $5.0M
- Clients: 4
- Accounts: 370

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Ross Heckler | MANAGING MEMBER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332264/similar
- Related entities: https://search.stillhousedata.com/firm/332264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332264

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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.