K2 WEALTH MANAGEMENT LLC

K2 WEALTH MANAGEMENT LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 332264). Regulatory assets under management: $120.0M.

Registration

• CRD: 332264
• SEC file number: 801-135782
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search